Once you have created the business process stages, configure the transitions. These rules define:
- the moment when the document proceeds to the next stage;
- the status of the document after the transition.
There are two modes of editing business processes in Saby: as a list or a flowchart editor. Choose which one is more convenient for you to work in, create the transitions and specify the settings and results.
The interface may vary for some sections.
To send the document after creation to other stages, click «Start», then the «Not specified» link and select the next stage. Save the setting.
To create a new transition between stages, click «Next». To edit a transition, click its name.
Result: the transition between stages has been created. Set up transitions and results.
Add an operation result
The result is a transition that ends the document workflow. It is displayed throughout all stages of the business process. You can add several positive and negative results.
- Click «+ Result» in the «Processing» section.
- Select the result type: positive or negative.
- Specify the name and click .
Operation without transition set up
When you are setting up a simple business process, for example, a request for materials, transition settings may not be necessary.
Create a stage, hover the cursor over it, click «Next» and select one of the options:
- next stage — the executor completes the stage, and the document moves to the next one on the list;
- any stage — all workflow stages are available for selection. The task or document moves to the selected stage, bypassing the rest.
By default, Saby automatically directs the document from creation to the first stage that you have configured as a part of the business process.
To send the document after creation to other stages, click «Start» and specify the stage. Click and select the next stage. Save the setting.
To create a new transition between stages, click «Next». To edit the transition, click its name.
Result: a transition between the stages has been created. Configure the transitions and results.