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Hi there!

I'm very new to working with workflows in Serena, so please forgive my ignorance with the issue I'm having.

Basically, I have Workflow A with Transition X between State 2 an 3. In addition to transitioning between State 2 and 3, I also want Transition X to trigger/activate Workflow B.

In Workflow B I have Transition Y between State 3 and Completed. In addition to transitioning between State 3 and Completed, I also want Transition Y to trigger/transition between State 3 and Completed within Workflow A.

I attached a diagram of what I'm thinking of; hopefully it makes sense/helps.

Now, I did find another post regarding this (https://central.serena.com/community/forums/trigger_a_transition_from_one_workflow_to_another/latest), at least I think it's regarding this. The problem does sound like the problem I'm having. Unfortunately this is where my lack of knowledge kicks in :(

I'm not exactly sure how to set up the solution. I'm not entirely familiar with the steps/terms the solution refers to. Does anyone know of a step-by-step resource I can refer to for this?

Thank you for your help!

-Andrew

Accepted Answer

Tuesday, January 08 2019, 06:06 PM - #Permalink
1
Ditto what David said. I just wanted to expand a little more on the steps David already gave. If you are a super beginner, this might help.

In Workflow A, create a relational field that will point to the new item in Workflow B. In Workflow B, create a relational field that will point back to the original item in Workflow A.

If workflow A and B are not in the same process app... In workflow A, you will need to add Workflow B as a reference. (In the tree on the left, right click on Reference, pick Add Application Reference, and select Workflow B.) You will probably need to do the same to reference workflow A from workflow B.

Transition X will need to be a "Post" transition, not a "regular" transition. (You will see the different transition types on the right.) In the Properties for the Post transition, you will have a tab called Post Options. This is where you set all the details. You will pick Workflow B, select the relational fields you created, pick the submit transition, set it to be 2-way link (read the help about the different options), and map values from the workflow A item to the workflow B item. TIP: If you don't map at least one value, in some versions, it will auto map all values. :( There are tons of options in here. Like David said, read the help (F1).

Once that is setup, adding the action to Transition Y is pretty easy.
  • Andrew Binne
    more than a month ago
    After some reading and testing, I think I got it working. Thank you for the help; it is much appreciated!
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  • Accepted Answer

    Tuesday, January 08 2019, 03:34 PM - #Permalink
    1
    Here is the basic steps on how I would configure.

    Workflow A State 2 add a "Post" transition on this state that is configured to post items to Workflow B. You will also need Single or Multi Relational fields that are used so that the item from Workflow A references the item created in Workflow B (and vice versa). This is configured in the 'Post Options' section of the Post Transition - and you will also need to set the 'Item Link Type' to '2 way with triggers'.
    WorkFlow A 'Post Transition" - add an action on the new post transition created above so that 'Workflow A - Transition X' will automatically be fired when the new transition is completed.
    Workflow B Transition Y - add an action to this transition to transition the referenced 'original' item from State 3 to Completed.

    The above is relatively high level, but should give you the direction you need to go - and then refer to the Composer Guide regarding post transitions, etc

    Good luck,
    David
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    • Andrew Binne
      more than a month ago
      Cool! I'll give that a go, see if I can get it working. Thanks!
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  • Accepted Answer

    Tuesday, January 08 2019, 03:34 PM - #Permalink
    1
    Here is the basic steps on how I would configure.


    Workflow A State 2 add a "Post" transition on this state that is configured to post items to Workflow B. You will also need Single or Multi Relational fields that are used so that the item from Workflow A references the item created in Workflow B (and vice versa). This is configured in the 'Post Options' section of the Post Transition - and you will also need to set the 'Item Link Type' to '2 way with triggers'.
    WorkFlow A 'Post Transition" - add an action on the new post transition created above so that 'Workflow A - Transition X' will automatically be fired when the new transition is completed.
    Workflow B Transition Y - add an action to this transition to transition the referenced 'original' item from State 3 to Completed.


    The above is relatively high level, but should give you the direction you need to go - and then refer to the Composer Guide regarding post transitions, etc

    Good luck,
    David
    Like
    • Andrew Binne
      more than a month ago
      After some reading and testing, I think I got it working. Thank you for the help; it is much appreciated!
    • Vickie Ortega
      more than a month ago
      Nice! Glad you got it working.
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