A list of available transfers from the current status of the workflow is displayed next. The green check mark in the Transfer Ready column indicates if all rules for each status have been satisfied. If current user is able to transfer the status, the radio button next to the status in the
Transfer To column will be enabled. Note that all rules could be satisfied for a status, but current user may not be in the
Changed-by Users list. In this case, the radio button next to the status in the
Transfer To column will not be enabled.
If a red stop icon is displayed in the Transfer Ready column, it indicates the presence of a condition blocking the transfer to that status.
Once an active status in the Transfer To target status list is selected, and when all possible additional conditions to transfer to the status have been met, the
Transfer button become enabled, allowing the user to perform the status transfer.
When an active radio button in the Transfer To column is clicked, designating a target status, the following can result:
A connecting line between two status nodes shows arrowheads in the direction of possible status transfers: one way or both ways. A user-driven status transfer (requiring the user to interact with the Status History section, clicking the Transfer Status button to initiate the transfer) is represented by a solid black arrowhead. An auto- advance status transfer, which executes as soon as originating status is active and no blocking conditions exist, is represented by an outline arrowhead, with a white fill.
Workflow transfers and migrations may require approvals. The list of approvers can be accessed from the Detail section of workflow. A Summary Approval Status is displayed that shows the current status of approvals. An ellipsis icon means that the approval is pending, a green check mark means that the approvals are done, and a red circle icon mean that approvals were rejected.
A list of Approvers is displayed depending on whether delayed approvals option has been selected or not. User with proper rights may select a row from the list and use the Approve or
Reject button in order to approve or reject a transfer. The
Clear button clears the approval status for the selected line. The
Email button sends reminder email to selected approvers. You may also select all users in a Queue or Class by clicking on the Queue/Class name. For delayed approvals, the
Generate button is used to generate the list of approvers. If delayed approval option is not set, the
Regenerate button could be used to regenerate the approval list.
