Understand transition owners and criteria
Transition owners are the users who can view and perform the transition. Based on the requirements, each transition can have one or more transition owners. You can choose individual users, profiles, and user fields as the transition owners. The transition owners can be
-
Users
Users refer to application users. The application users are the individuals to whom the application has been shared. You can choose one or more users as transition owners. -
Permissions
The transition owner can be set as a user associated with a specific permission. The Selected users drop down will list the permissions. Selecting a permission enables all the users associated with the permission to view and perform transition. -
Fields
Field refers to the Users field in your form. All Users fields in your form will be listed as transition owners. Selecting a specific field enables the users listed on the field to view and perform transition.
Transition criteria is the condition which determines when the transition owner can perform the transition. You can set the criteria for the transition by choosing a value for a particular field. You can also set logic between criteria using OR and AND expressions. For 'AND', every criteria must be true and for 'OR', only one of the criteria must be true.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Understand stages and transitions
The blueprint has two key components - Stages and Transitions. Stages - These are the different milestones in the process. Transitions - These are the intermediate phase between two states. They act as a link between the two states and the conditions ...Understand blueprint
A Blueprint is an online replica of a business process. The blueprint helps in streamlining the process management in an organization by facilitating automation, validation and collaboration among various stakeholders. The blueprint enables you to ...Understand Batch Workflows
1. What Does This Page Cover? Learn how you can efficiently split your larger tasks into smaller batches and process them at off-peak hours using batch workflows. 2. Availability Batch workflows feature: Is available only for paid plans of Creator, ...Set criteria for form workflows
The action in a workflow executes for all records by default when the Run this action field is set as Always. Alternatively, you can execute the action for selected records by setting a condition or criteria. To set the condition: Choose the On ...Understand reports
Note: To optimize efficiency and security, support for XLS format has been deprecated, and instead, the XLSX format will be supported with effect from 21-March-2024. We insist you to replace any instance of .xls to .xlsx across Deluge scripts in your ...