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Triggering a Hold

A hold is triggered when someone attempts to change the workflow state of a held document to one that was defined as a trigger state.

ClosedExample

The contract CONT123 has a hold against it. The contract's current state is Draft. The hold specifies that the contract cannot move to the Approved state until the insurance policy INS987 has been renewed. However, Joan Brown, who is responsible for approving the contract, does not notice the hold indicator on the Main page of the contract. When Joan attempts to approve the contract, she triggers the hold. Proliance will display the Active Hold dialog explaining to Joan why she can't approve the contract right now.

Target documents and their trigger states are defined on the Selected Documents or Filtered Documents pages of a hold.

When a user triggers a hold, Proliance displays the Active Hold dialog and then prevents that user from completing the action until all the holds on that document have been resolved or the hold has been released.

Tip:

  • A target document with holds placed against it is not necessarily "off limits"—you can still view it, edit it, or perform any action that doesn't result in one of the trigger states. Even after a hold has been triggered, you can still continue to view and edit the document, or perform an action that avoids the hold.