In addition to the basic settings such as name, description and colour, the following options are available for a status:
Automatic
What is an automatic status?
An automatic status automatically executes the next transition depending on the conditions.
How does an automatic status work?
If you configure a status as "Automatic", a further transition is executed automatically after changing to this status. The process works in a similar way to if-else branches in programming languages:
Step 1: Evaluate conditions
The system first evaluates all conditions of the transitions originating from the status. You use the same syntax as in STAR expressions.
Step 2: Determine transition
The system uses the following rules to decide which transition is executed:
Case 1: Exactly one condition is fulfilled
The system executes this transition
Case 2: Several conditions are fulfilled
The system compares the priorities of the transitions
The system executes the transition with the highest priority
Caution: If there is no clear highest priority (e.g. because all transitions have priority 0), the system cancels the status change completely
Case 3: No condition is fulfilled
The system checks whether there are transitions without a condition
These transitions are regarded as else-branches
If the result is clear (e.g. exactly one transition without a condition or a highest priority), the system executes the transition
Otherwise, the system cancels the status change
Important options for automatic statuses
For transitions, use the options for automatic statuses:
Condition: Determines when the transition is executed
Priority: Decides which transition has priority if several conditions are met
Start status
What is the start status?
The start status is the initial status of the workflow.
Important to know
Only one status can ever be the start status
If you activate this option for a different status, the system automatically deactivates it for the previously set start status
Hidden
What does the "Hidden" option do?
This option has the same meaning as for the ad hoc workflow.
Effect
If you set a status to "Hidden":
The status is not displayed in the status column in the data grid of the processes (the field remains empty)
However, the process itself remains visible as normal
Sort index
What do you use the sort index for?
You can also assign a sort index for the status in the rule-based workflow editor.
Purpose
The sort index influences the order of the statuses, for example in the role configuration.
⚠️ Warning
With automatic statuses, make sure that the conditions and priorities are clearly configured. Otherwise, the system may cancel the status change.