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Show a workflow transition in the portal

You can show transitions in the portal so customers can transition requests themselves. Customer transitions in the portal do behave differently however than other workflow transitions. This includes:

  • Screens don't display in the portal. You can set a resolution for work items that are transitioned in the portal.

  • Transitioning a work item from the portal ignores validators for the transition.

Add a transition to the portal

Yo edit an existing transition in an active workflow:

  1. From your service project, select Project settings > Workflows.

  2. Select the edit icon next to the workflow you want to show a transition for.

  3. Select Diagram to open the diagram view.

  4. Make sure Show transition labels is selected.

  5. Select a transition in the workflow.

  6. Select Show transition on the customer portal.

Customers with access to your service project will now be able to transition requests in the portal.

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