{"id":20438,"date":"2022-03-25T13:46:02","date_gmt":"2022-03-25T12:46:02","guid":{"rendered":"https:\/\/help.openbee.com\/configuring-conditional-workflow-transitions\/"},"modified":"2026-05-13T10:47:49","modified_gmt":"2026-05-13T08:47:49","slug":"configuring-conditional-workflow-transitions","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/administrators-guide\/administration-du-workflow\/configuring-conditional-workflow-transitions\/","title":{"rendered":"Configuring Conditional Workflow Transitions"},"content":{"rendered":"\n<p>By default, no transitions are created between tasks.  <\/p>\n\n<p>The workflow input and output transitions are implicit:  <\/p>\n\n<ul class=\"wp-block-list\"><li>By default, the first task created is the workflow input task.<\/li><li>Tasks without transition (which is the case when they are created) end the workflow: accepting or rejecting the task ends the workflow.<\/li><\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273355952-translated.png\" alt=\"\"\/><\/figure>\n\n<p><strong>On this page:<\/strong><\/p>\n\n<ul class=\"wp-block-list\"><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-Transitionderefusetd'acceptation\">Refusal and Acceptance Transition<\/a><\/li><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-Configurerunetransition\">Set up a transition  <\/a><ul><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-Transitionsansconditions\">Transition with no strings attached  <\/a><\/li><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-Transitionavecconditionutilisateur\">Transition with User Condition  <\/a><\/li><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-Transitionavecconditiondynamique\">Dynamic Condition Transition<\/a><ul><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-T%C3%A2chepard%C3%A9faut\">Default Task  <\/a><\/li><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-Groupedeconditions\">Condition Group<\/a><\/li><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-Condition\">Condition<\/a><\/li><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-Exemple:\">Example:<\/a><\/li><\/ul><\/li><\/ul><\/li><li><a href=\"#Configurationdestransitionsd'unWorkflowconditionnel-Sp%C3%A9cificit%C3%A9dest%C3%A2chesd'entr%C3%A9esduworkflow\">Specificity of Workflow Input Tasks<\/a><\/li><\/ul>\n\n<h1 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-Transitionderefusetd'acceptation\">Refusal and Acceptance Transition<\/h1>\n\n<p>Transitions in a conditional workflow can be created by dragging and dropping just like in a <a href=\"173113664.html\">linear workflow<\/a>.  <\/p>\n\n<p>To set up a transition, click on the appropriate icon in the header of a task:<\/p>\n\n<ul class=\"wp-block-list\"><li>Green Arrow: Acceptance Transition  <\/li><li>Red Cross: Refusal Transition<\/li><\/ul>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><th>  Document <em>Acceptance<\/em> Transition<\/th><th>  Document <em>Rejection<\/em> Transition<\/th><\/tr><tr><td><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356010-translated.png\"\/> <\/td><td><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356011-translated.png\"\/><\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>Unlike a linear workflow, it is possible in a conditional workflow to keep the document in the workflow when a document is rejected.<\/p>\n\n<p>This is possible by setting up a<em>deny delay<\/em>. Icon<\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>If the deny or accept transition configuration for a task does not exist, rejecting or accepting a document in that task will complete the workflow for that document.<\/p><\/blockquote>\n\n<h1 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-Configurerunetransition\">Set up a transition  <\/h1>\n\n<p>The form for setting up a transition is the same for both decline and acceptance transitions.<\/p>\n\n<p>It allows you to choose between three types of transitions:  <\/p>\n\n<ul class=\"wp-block-list\"><li>No strings attached<\/li><li>User Condition<\/li><li>Dynamic Condition<\/li><\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356012-translated.png\" alt=\"\"\/><\/figure>\n\n<h2 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-Transitionsansconditions\">Transition with no strings attached  <\/h2>\n\n<p>This option allows you to systematically send the document in one or more tasks.  <\/p>\n\n<p>By using this option, it is possible to reproduce the behavior of a linear workflow.  <strong>One task simply follows another.  <\/strong><\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><th>Setting up the transition<\/th><th>Visual representation<\/th><\/tr><tr><td><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356013-translated.png\" width=\"594\"\/><\/td><td><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356014-translated.png\"\/><\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>This option also allows you to send a document in <strong>multiple tasks in parallel, <\/strong>by simply checking the different tasks.  <\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><th>Setting up the transition<\/th><th>Visual representation<\/th><\/tr><tr><td><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356015-translated.png\"\/><\/td><td><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356016-translated.png\" width=\"400\"\/><\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>In this case, when Natasha validates a document, it will be sent to John and Andrew at the same time.  <\/p>\n\n<h2 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-Transitionavecconditionutilisateur\">Transition with User Condition  <\/h2>\n\n<p>With this option, the <strong>actor of the task will choose the next task<\/strong>.  <\/p>\n\n<p>The sequence of tasks is therefore not determined in advance. It will depend on the choice of the actor of the task.<\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><th>Setting up the transition<\/th><th>Visual representation<\/th><\/tr><tr><td><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356017-translated.png\"\/><\/td><td><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/173408652-translated.png\"\/><\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p>The administrator must select the tasks from which the actor will have the choice of the next task.<\/p>\n\n<p>In this case, when Natasha validates a document, a form will offer her to choose the next task from the &#8220;Validation number 1&#8221; and &#8220;Validation number 2&#8221; tasks. The selected task actor is then displayed:  <\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356018-translated.png\" alt=\"\"\/><\/figure>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356019-translated.png\" alt=\"\"\/><\/figure>\n\n<h2 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-Transitionavecconditiondynamique\">Dynamic Condition Transition<\/h2>\n\n<p>With this option, the <strong>value of one or more of the document&#8217;s metadata is used to determine the next task<\/strong><strong>. <\/strong> <\/p>\n\n<p>The choice of the next task is automatically managed by Open Bee\u2122 Portal according to the conditions that have been defined.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-T&#xE2;chepard&#xE9;faut\"><em>Default Task  <\/em><\/h3>\n\n<p>This is the task to which the document will be sent if the document&#8217;s metadata does not meet any condition group.  <\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356020-translated.png\" alt=\"\"\/><\/figure>\n\n<h3 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-Groupedeconditions\"><em>Condition Group<\/em><\/h3>\n\n<p>A conditional transition can have multiple groups of conditions.<\/p>\n\n<ul class=\"wp-block-list\"><li>To add a condition group, click on the &#8220;<strong>add condition group&#8221;<\/strong> link in the transition form.<\/li><li>To delete a condition group, use the cross at the top right of the condition group<\/li><\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356021-translated.png\" alt=\"\"\/><\/figure>\n\n<p><strong>A condition group is used to define the conditions that trigger a document to be sent in a given task<\/strong>.  <\/p>\n\n<p>It therefore contains:  <\/p>\n\n<ul class=\"wp-block-list\"><li>A task to which the document will be sent if it meets all the conditions.<\/li><li>A list of conditions on the document&#8217;s metadata.  <\/li><\/ul>\n\n<p>It is possible to add and remove conditions from a group using the &#8220;+&#8221; and &#8220;-&#8221; buttons.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-Condition\"><em>Condition<\/em><\/h3>\n\n<p>A condition is defined by:<\/p>\n\n<ul class=\"wp-block-list\"><li>Metadata belonging to a ranking rule<\/li><li>a comparison operator: &#8220;=&#8221;, &#8220;&#8221;, &#8220;IN&#8221;, &#8220;NOT IN&#8221;&lt;=&#8221; , &#8220;{{{wpml_tag_1}}}=&#8221;, &#8220;&gt;<\/li><li>a reference value  <\/li><\/ul>\n\n<p>It is possible to add and remove conditions from the group using the &#8220;+&#8221; and &#8220;-&#8221; buttons.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/173408647-translated.png\" alt=\"\"\/><\/figure>\n\n<h3 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-Exemple:\">Example:<\/h3>\n\n<p>We want all invoices with an amount of &gt;= to 500 to be validated by Claude (Level 2 Validation). Invoices of a lower amount can be posted directly after Andre&#8217;s one-time validation (Validation number 1).<\/p>\n\n<ul class=\"wp-block-list\"><li>The default task: &#8220;Validation number 1&#8221;.<\/li><li>The condition: the &#8220;amount excl. VAT&#8221; metadata of the &#8220;Supplier Invoice&#8221; classification rule is greater than or equal to 500.<\/li><li>The condition group, which contains a single condition in this example, is used to send the document in the &#8220;Validation number 2&#8221; task if the invoice amount is greater than or equal to 500.<\/li><\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356022-translated.png\" alt=\"\"\/><\/figure>\n\n<p><br\/>Important Notes Icon<\/p>\n\n<ol class=\"wp-block-list\"><li>If multiple conflicting conditions are entered in the same condition group, the task in that group can never be executed.<\/li><li>If a document&#8217;s metadata meets the criteria for multiple condition groups, only one will be arbitrarily selected.<br\/>Care must be taken to ensure that the groups of conditions are exclusive.<\/li><li>The conditions are connected to each other by logical operators &#8220;OR&#8221; (logical <a href=\"http:\/\/fr.wikipedia.org\/wiki\/Disjonction_logique\">disjunction<\/a>) or &#8220;AND&#8221; (<a href=\"http:\/\/fr.wikipedia.org\/wiki\/Conjonction_logique\">logical conjunction<\/a>).<\/li><\/ol>\n\n<h1 class=\"wp-block-heading\" id=\"Configurationdestransitionsd'unWorkflowconditionnel-Sp&#xE9;cificit&#xE9;dest&#xE2;chesd'entr&#xE9;esduworkflow\">Specificity of Workflow Input Tasks<\/h1>\n\n<p>It is possible to configure a dynamic condition on the input transition of the workflow.  <\/p>\n\n<p>Not all tasks connected to the workflow input can have a user group as an actor.  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>By default, no transitions are created between tasks. The workflow input and output transitions are implicit: By default, the first task created is the workflow input task. Tasks without transition (which is the case when they are created) end the workflow: accepting or rejecting the task ends the workflow. On this page: Refusal and Acceptance [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20491,"menu_order":8,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20438","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20438","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20438"}],"version-history":[{"count":10,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20438\/revisions"}],"predecessor-version":[{"id":38742,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20438\/revisions\/38742"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20491"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}