Build your workflow: edges and edge permissions

This tutorial completes your scheme’s approval workflow. An edge is the route that a submission takes from one state to another. By the end, your states are connected and each role can move submissions along only the routes that you allow.

Feature availability: State Builder is in Beta.

Prerequisites

• A form with roles and states in the State Builder. Refer to Build your workflow: roles, states and form permissions.

Step 1: Add edges

1. In the State Builder, select the + button at the bottom right, then select Add Edge.
2. Enter an Edge Name. This name appears in the Take Action box, so make it unique among the edges that leave the same state.
3. Select the From state and the To state.
4. Set the edge settings, such as whether officers must enter a comment and which validations run.
5. Repeat for every route in your workflow.
6. Mark at least one edge as a submission edge. A submission edge is a transition between the applicant and the backoffice, such as the move from Draft to Submitted.
7. Arrange the edges on the canvas and save their positions.

Refer to Add and edit edges.

Step 2: Set edge permissions

Edge permissions control which roles can move a submission along each edge.

1. Select an edge, then select Edit Edge permission.
2. Select the roles that can use this edge.
3. Repeat for every edge.

Refer to Set edge permissions.

When you finish, close the State Builder with the x button at the top right of the canvas.

Next step

Continue to Build your form.