Frequently Asked Questions
Frequently Asked Questions
Workflow Transitions - Default Workflow State
Posted by Will Lyles (M-Files) on 24 June 2019 07:47 PM

1     Overview

When creating a workflow, it is important to be aware of the default workflow state. The attachment 'WFExample1.png' is an example of a properly configured workflow, where the initial state is set as the default workflow state (State A).

In this example, State A is the default state because it is at the top of the list in the 'States' listing. It is also an initial state, as there is a transition from '(no state)' to State A. When an object or document enters this workflow, it will immediately move into State A, since it is the default state.

However, it is possible to change the default state, as seen in the attachment 'WFExample2.png'.

In this example, State B has been set as the default state. This can cause an issue where the object or document enters the workflow, but never enters a state. This is due to how the system treats the default workflow state.

By default, the system will attempt to move the object or document into the default state. However, there isn't a transition from '(no state)' to the default state in the example above. Due to this, the object will simply enter the workflow and remain stateless (i.e. the transition never occurs). This happens when the initial transition lacks any triggers (e.g. property-based trigger), or if a time-based trigger is set.

2     Solution / Workaround

The default state needs to be set as an initial state, and vice versa. Using the previous example, this can be addressed via two methods:

  • If State A is meant to be the initial state of the workflow, it will need to be moved to the top of the States listing, making it the default workflow state.
  • If State B is meant to be the initial state of the workflow, a transition will need to be drawn from '(no state)' to State B.

 wfexample1.png (19.30 KB)
 wfexample2.png (19.91 KB)
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