• Why is there an error with setting mandatory fields and manual transition at same time

    The use case is that a customer has some custom fields on a request that need to be filled out before transitioning to the next phase. These fields are not set at ticket creation and would need to be set afterwards. Specifically, business rules were created…
  • Auto Transition to next Phase when expired date had reached

    Hi Teams, can I know what the rules should be set to move a phase to another without any user action? Example here, I wish to move to 'Sign' phase when entity.ExpiredDateTime_c is smaller or equal to current time [now()]
  • Studio: Automatic transition based on time. Date and/or Date_time

    Hi, I*m trying to automate a part of a process and this specific part should look at the value in the Date or Date_time field of the ticket. How do I do that? I've trried " ${entity.NrLikes_c <= 100 && entity.EndTime_c == now() } " but that doesn…
  • Automatic Transition condition not working (doesn't move to the next phase)

    Hello, We have created a new Table/Record Type in the Studio called "Register" and worked on the Process and Rules, also applied Approval definitions. When we tried adding a condition in the Automatic transition, it won't move to the next phase even…
  • Manual transition condition

    Hi, Is it possible to add a condition to a manual transition in a workflow, so it only appears to certain roles/groups/people? The customer would like only tenant admins to be able to perform the Accept to Close transition in a request. BR Tomas Azev…