Remove an action from a transition

You use transitions to tell Inspire what to do when an Activity in a workflow is completed. For example, after the first review, you can create a transition to have Inspire send the files for approval. If there is also an Action that needs to be done, such as Take a snapshot, you can create it and add it to the Transition. If you don't need an action to be completed at the time of a transition, you can remove it from the transition.

Tips and tricks

  • An Action is unique to the template it's included in.
  • If you want to use the new or updated Action in a different template, you have to re-create it in that specific template.
  • Removing an Action from a Transition does not remove the Action itself. The Action still exists and can be added to a different Transition if needed.
  • If you want to permanently remove and Action from the list so it cannot be used in any Transition, follow the steps in: Delete a template action.
  • If you want to just manage the available Actions, follow the steps in: Manage actions in a template.

Before you begin

  • The changes to a Transition will be applied to all new workflows that are started using this template.
  • For workflows that use this template and are in progress:
    • If the Transition you are updating has not occurred yet, the changes will be applied when the workflows moves to the updated Transition.
    • If the Transition you are updating has already been completed, the changes will not be applied.

To add an action to a transition:

  1. Click Components.
  2. In the Folders pane, select Workflows.

    If you have moved the template to another folder, go that location instead.

  3. In the Components pane, select a workflow.

    To open the template, do one of the following:

    • Double-click the file
    • Right-click the file, and then select Edit...
    • Click the Options menu, and then select Edit...
    Results: You see the workflow activities and transitions in the editor.
  4. In the workflow editor, select the Transition with the Action that you want to remove.
    Result: The box you select has an orange highlight around it.

  5. In the Transition's title bar, click Update Transition.

    Result: The Update Transition screen opens.

  6. In Action, place your cursor in the box and delete all existing text.
  7. To save your changes to the Transition, click Update.
    Results:
    • The transition no longer includes the Action information.
    • When Inspire sends a notification about the transition, no Action information is included.
  8. To save your changes to the template, do one of the following:
    • If you are done updating the workflow, to close the workflow editor, click Save and Submit.
    • If you want to keep working but save your changes locally, click Save Progress.
    Results:
    • The changes to a Transition will be applied to all new workflows that are started using this template.
    • For workflows that use this template and are in progress:
      • If the Transition you are updating has not occurred yet, the changes will be applied when the workflows moves to the updated Transition.
      • If the Transition you are updating has already been completed, the changes will not be applied