Automate transitions
Automate by time
-
Navigate to
and select Orchestration from the menu.
-
Click on an existing orchestration or create a new one.
Learn how
to create an orchestration.
-
Navigate to Step 2:
Design Blueprint.
-
Select a blueprint you wish to automate and click on a transition.
-
In ‘
Who can perform this transition
?’ dropdown under Before section in the right panel, select
Automated by time.
-
The default configurations under the
Before
and
During
transition tabs will be overwritten.
-
Enter a time frame in the
Wait
for
field. The time frame can be between minutes, hours, days, or weeks.
-
The minimum wait time is 15 minutes.
Automate by condition
Transitions can be configured to execute automatically when the card meets a specific condition.
-
Navigate to
-
Click on an existing orchestration or create a new one.
-
Navigate to Step 2:
Design Blueprint.
-
Select a blueprint you wish to automate and click on a transition.
-
In ‘
Who can perform this transition
?’ dropdown under Before section in the right panel, select
Automated by condition.
-
The default configurations under
Before
and
During
transition tabs will be overwritten.
-
Click the
Set Condition
button. Configure a condition using the following options:
-
Select condition: Cards that meet the selected condition will be automated.
-
All Cards: All the cards that pass through this transition will be automated.
-
When a card reaches the stage whose different transitions are automated by time and condition (which matches with the card), a higher preference is given to the transition automated by condition.
-
When a card reaches the stage whose different transitions are automated by more than one timer, a higher preference is given to the transition that was created first. A dditionally , this transition will only be displayed in the card.
-
When a card reaches the stage whose different transitions are automated by more than one condition (all of which match the card), a higher preference is given to the transition that was created first.
-
If the blueprint’s flowchart contains a loop of transitions that are automated, and if the automated timer and condition is true every time, the loop cycle is restricted to ten times.
-
Only 6 automated transitions are allowed from a stage.
- If an auto-transition is in progress and a user has permission to view/access the card, the user will be able to view the card under All Cards view.
Business Scenarios
Wait states in transitions
SLA in transitions
Routing different transitions
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