The transition section has three parts: Before, During, and After. The During part consists of actions to be performed when the transition occurs. In other words, when the transition owner carries out the transition.

The During transition allows you to perform one of the following options:

• View and update fields of the same record.

• Open another form and add a new record to it.  

Use Case

Let's consider a payroll reimbursement process in an organization. An employee raises a reimbursement request by submitting a form. The payroll team reviews the claim and approves or rejects it. When the payroll team reviews it, they might need to update certain fields such as claim status, approved amount, comments, or rejected reason during the transition. This can be achieved by the Update Fields option in During transition, where selected fields from the current form can be shown as a pop-up form when a transition is performed.

After the claim has been reviewed, it will be forwarded to the finance team to transfer the approved amount. When this transition happens, they can add a new record in another form called Bank Transfers by passing the values from the current form, such as the Employee ID, email, and approved amount. This can be achieved by the Open Form option in the During transition, where a different form can be shown during the transition and values can be passed to it from the current form.

To configure during actions

1. Once a new transition is created, the Before, During, and After sections will be displayed. Learn more about how to create transitions.
   

2. Select the During section in the transition pane.
   

3. You can choose between three actions to be performed during the transition.
   
   
   
   

• Do Nothing
  
  This option can be chosen if no action has to be performed when the transition occurs.
  
  
• Update fields
  By selecting this option, you can choose fields from the current form to be displayed during the transition. This can be used to view or update fields of the current record. The selected fields will be displayed with their values (which was entered previously) as a popup in edit mode. The transition owner can view or edit the values while performing the transition.
  
  
  
  Under Display Fields, click +Add Fields and select the fields one by one.
  
  

Note:

      ➤ Updating the fields will trigger on-edit workflows associated with the form. Only on successful execution of those on-edit workflows will the stage be changed.

      ➤ You can skip the execution of on-edit workflows by selecting the checkbox Skip on-edit workflows while updating these fields, which is present at the bottom right corner.

      ➤You can select up to 100 display fields

• Open form 
  This option allows you to choose another form to be shown during the transition. This enables you to add a new record to any other form. Additionally, you can also pass values from the current form to the other one that is selected. The passed values will be prefilled and can be edited if needed before form submission. This eliminates one step of replicating the same information that is present in the current form to another form.
  
  
  
  

1. Select the required form name from the dropdown below.

2. Under the Preset Field Values section, you can map the values from the current form to the above selected form.
   On the left side dropdown, choose the field from the above selected form. On the right side dropdown, choose the field from the current form. You can map multiple fields by clicking the Add icon , then passing their values according to your needs.

Info:
      ➤ You can map up to 15 fields.

      ➤ Display fields of Composite fields(name and address) can be mapped individually.

      ➤ Integration forms and forms from other applications are not supported.

Note: In both of the above options, the fields will be displayed with values as a pop-up, and the values can be edited if needed when transition is performed.  

How it Works  

Let's assume you've created a Payroll Management application. There is a Reimbursement Request Details form, where users submit a reimbursement request and the payroll team views the record to review the claim.

Once the payroll team reviews the reimbursement details and selects the Review claim transition button, the 'during transition' is triggered, and a pop-up will be shown to update the required fields (from the Reimbursement form, which is the current form), where they can update the claim status, approved amount, and comments. Once the update is done, the record is transitioned to the next stage.

The next transition appears where the record needs to be forwarded to the finance team.

When this transition is performed, the 'during transition' is triggered and a form (Bank Transfers) appears to add a new record. It is also shown with prefilled values, as they are passed from the Reimbursement form.

These values can now be checked or edited if needed; other fields can also be filled, and a new record can be created. Once the form is submitted, the process transitions to the next stage.

 Points to Note 

• When you switch between the Update fields and Open form options, any previously made configurations will not be retained.

• All the workflows will be executed (if configured) for the respective triggers.
  

• While submitting a During form, if both openURL and redirectURL tasks are configured in submission workflows or transition-after workflows, only the last task in the order will be executed, as the succeeding task always overrides the previous one.
  

• Values for the below fields cannot be set in the Preset fields values section:
  

  Section, Notes, URL, Image, FileUpload, Signature, Audio, Video, Auto_Number, Formula, Users, Prediction, Keyword, Sentiment, ObjectDetection, OCR (Subform, Zia fields and System Fields are also not supported.)
  

• When a stateless form is configured in an Open Form action, transition will be executed upon clicking the submit button in the form.
  

 Related Topics 

• Create blueprint

• Configure before actions in transition

• Configure after actions in transition