Understand transition owners and criteria | Zoho Creator Help

Understand transition owners and criteria

Transition owner

Transition owners are the users who can view and perform the transition. Based on the requirements, each transition can have one or more transition owners. You can choose individual users, profiles, and user fields as the transition owners. The transition owners can be

  • Users
    Users refer to application users. The application users are the individuals to whom the application has been shared. You can choose one or more users as transition owners.
  • Permissions
    The transition owner can be set as a user associated with a specific permission. The  Selected users   drop down will list the permissions. Selecting a permission enables all the users associated with the permission to view and perform transition.
  • Fields
    Field refers to the  Users  field in your form. All  Users  fields in your form will be listed as transition owners. Selecting a specific field enables the users listed on the field to view and perform transition.

Note :

Transition owners should have access to the records to perform the transitions
Transition criteria

Transition criteria is the condition which determines when the transition owner can perform the transition. You can set the criteria for the transition by choosing a value for a particular field. You can also set logic between criteria using OR and AND expressions. For 'AND', every criteria must be true and for 'OR', only one of the criteria must be true.

Note : Transition button

Only when the transition owner and transition criteria are satisfied the transition button will be made visible to the transition owners.
Related Topics

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Understanding stages and transitions

                                                                                                                          Overview The blueprint has two key components - Stages and Transitions. Stages - These are the different milestones in the process. Transitions - These are the intermediate phases between two states. They act as a link between the two states, and the ...
                                                                                                                        • Understand Batch Workflows

                                                                                                                          1. What Does This Page Cover? Learn how you can efficiently split your larger tasks into smaller batches and process them at off-peak hours using batch workflows. 2. Availability Batch workflows feature: Is available only for paid plans of Creator, ...
                                                                                                                        • Understand reports

                                                                                                                          Note: To optimize efficiency and security, support for XLS format has been deprecated, and instead, the XLSX format will be supported with effect from 21-March-2024. We insist you to replace any instance of .xls to .xlsx across Deluge scripts in your ...
                                                                                                                        • Understand Operations

                                                                                                                          Overview Operations helps to manage various functions for the Solutions and their components efficiently from one place. These operations can be used to perform actions such as backing up your data, enabling troubleshooting to resolve issues, or ...
                                                                                                                        • Set criteria for form workflows

                                                                                                                          The action in a workflow executes for all records by default when the Run this action field is set as Always. Alternatively, you can execute the action for selected records by setting a condition or criteria. To set the condition: Choose the On ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources