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Workflow Transition Button

Functionality

Workflow Transition Buttons allow transitions to be triggered by clicking an actionable button on the form. It allows the button to be strategically placed on the form.

Use Case

Sending an email to a supervisor directly from Mirata with details about the form being completed is a common example of this pattern. Using a Workflow Transition Button, an email integration action can be tied to the button placed within the Supervisor section.

  1. Create a transaction

    1. Turn off "Show Button" property in main Properties window

  2. Connect the relevant integration action to the workflow

  3. Add the Workflow Transition Button to the form

    1. Name and label this button

    2. Add additional formatting as necessary

  4. Connect the transaction to the button in Control properties

  5. Navigate to Preview and test the button

Logic

Just like other string fields, Workflow Transition Buttons can have Enabled, Read Only, and Visible calculations. Since the button is tied directly to a transition/transaction, validations can also be attached to it so the transaction only executes when certain conditions are met.

For example, Supervisor Email, Date/Time, and Message to Supervisor must be completed before the email can be sent to the Supervisor.