State machine

Use the State machine actionA tool for building the processes, logic, and direction within workflows. to provide a construct to define a number of states the workflow can be in. Each state can contain actions that executes when the workflow is in that state. The workflow can move back and forth between states and ends a state when it is instructed to Exit the state machine. You can add two or more branches as states and assign workflow actions to run when the workflow is in each state.

States can be added, deleted and renamed. Deleting a state will delete all actions currently added to it.

A State Machine workflow can be used to route a business process between multiple branches. For example a document can be approved by one team and sent to another team for approval and then to a final team for final approval. If the document is rejected at any time it can be sent back to the previous team to review and resubmit the document.

See how to implement this action in a step-by-step solution: Automate document approvals by multiple parties.

Before you start 

Add and configure the State machine action

  1. Click the Logic and Flow action group in the action toolbox.


    Type the action name or function in the Search field at the top of the action toolbox.

  2. Drag the State machine action to the designer canvas.
  3. Do one of the following to open the Action configuration window:

    • Double-click the action.
    • Click on the action and then click Configure.

    See Action configuration window for more information.

  4. Type the states to use in Enter the possible state for this state machine.
    • Click Add state to add more states.
  5. Select the state to start the state machine in Choose the state that this state machine will start in.

  6. Click Save.

For more information about the fields and settings, see State machine fields, buttons, and settings