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WorkflowTransitions Schema Reference

Configuration Scope: Exportable

This setting is included in configuration exports and will be the same across all environments once the config file is imported.

Overview

This guide provides detailed instructions on the WorkflowTransitions table, which defines how records move between different workflow states. The schema of this table is crucial as it dictates transition behaviour and user interactions.

⚠️ Important: - Do not add or modify transitions directly in this table. - Always use the Workflow Builder to configure transitions, as it ensures proper integration with states, roles, and stages.

Understanding the WorkflowTransitions Table

The WorkflowTransitions table stores all transitions between workflow states. These transitions correspond to the Action and Extra Transition blocks in the Workflow Builder.

Core Fields

Field Name
Type
Required
Description
PartitionKey
string
Yes
Workflow schema version
RowKey
string
Yes
Transition ID (unique identifier)
SourceStateId
string
Yes
The state where this transition begins
TargetStateId
string
Yes
The state where this transition leads
TargetStage
string
Yes
The stage to be set after transition
TargetRoleAssignment
string
Yes
Role assigned after transition
ActionName
string
Yes
Action name displayed in the "I want to" menu
ActivityDescription
string
Yes
Past tense description recorded in workflow history
OverrideTaskName
string
No
Custom task name that overrides the default task name resolution

Configuring Transition Dialogs

These fields customise the transition pop-up displayed to users.

Field Name
Type
Required
Description
DialogTitle
string
No
Title shown in transition dialog
DialogDescription
string
No
Description shown in transition dialog (HTML markup supported)
ButtonLabel
string
No
Label for the action button
CommentInputLabel
string
No
Label for the comment input field

Behaviour Control Fields

These fields define additional transition behaviour and options.

Field Name
Type
Required
Default
Description
CanRecordRecommendations
boolean
No
false
Allows recording recommendations/decisions
CanSelectMultipleRoles
boolean
No
false
Allows selection of multiple roles
CanSelectDueDate
boolean
No
false
Allows selection of a due date
IsCommentsRequired
boolean
No
true
Makes comments mandatory
HideTaskSelection
boolean
No
false
Hides task selection UI
HideRoleSelection
boolean
No
false
Hides role selection UI
DisableForm
boolean
No
false
Disables the transition form
HideCommentsInput
boolean
No
false
Hides comments input UI
HideButtons
boolean
No
false
Hides action buttons

Important Considerations

  • Do not create or modify transitions directly in this table.
  • Always use the Workflow Builder to configure transitions, ensuring proper integration.
  • Transitions define how records move between states.
  • They can trigger role assignments and stage changes.
  • Dialog configuration allows customisation of the user interface.
  • Transitions work with WorkflowStates and WorkflowTransitionGroups.
  • Changes may impact existing workflow processes.
  • HTML markup is supported in transition dialog descriptions.

The workflow configuration is stored across three Azure Storage Tables: 1. WorkflowStates – Defines workflow states and their settings. 2. WorkflowTransitions (this table) – Defines how states connect through transitions. 3. WorkflowTransitionGroups – Manages grouped transitions between states.

When a record is created, the workflow configuration is serialised as JSON and stored in Azure Blob Storage in the workflowinstances container.