Change state of a process

This action moves a running process to another state (for example, forward a workflow step). You can either pick the exact next task to move to, or let the system show a small popover so the user selects the transition.

Properties and Explanation

Here are the steps to follow in order to use the Change state of process action:

Select Process: Choose which process instance you want to act on. Pick the process container shown in the list (this tells the action which process on the page should be changed).

Proceeding Task: Enter the name of the task (step) you want the process to move to. If you leave this blank or set it to "popover", the action shows a small chooser so the user can pick the desired transition at runtime.

How it works when run:

• If Proceeding Task is "popover" the user sees a small dialog listing available next transitions and taps the one they want.

• If a specific Proceeding Task is provided, the action tries to match it to an available transition and moves the process forward automatically.

• Before changing state the form data is validated; if there are validation errors the action shows them and stops.

• After a successful change the user sees a short confirmation message; on error the action shows an error message.

Full Configuration Example

Below is a screenshot-style description of the Change state of process action configuration, showing both properties set:

• Select Process: InvoiceApprovalProcess

• Proceeding Task: Approve

In this example, when the rule runs the action looks at the InvoiceApprovalProcess on the page, finds the transition whose task name matches "Approve", validates the current form data, and if everything is ok moves the process to the approved state and shows a confirmation to the user.

If you set Proceeding Task to "popover" instead, a small dialog appears so the user can pick which transition to take.