Change Project Type and Step

Configure the ChangeProjectTypeAndStep project action to move a project to a different project type and workflow step automatically.

Overview

The Change Project Type and Step action transitions the project to a different project type and sets it to a specific workflow step within that type. After the transition, the new step's workflow actions are executed immediately.

This is useful for escalation flows — for example, automatically moving a claim project to a repair project type when certain conditions are met.

Key behaviours:

The project's type, workflow steps, and checklists are all replaced with those from the target project type
The current workflow is cancelled after this action executes — no further actions from the original step run
The new step's workflow is triggered immediately (via RestartWorkflow)
If ProjectType is not configured, the action returns an error

Identifier

Property	Value
Key	`ChangeProjectTypeAndStep`
Group	Project Actions

Configuration

Minimum Required Configuration

{
  "name": "ChangeProjectTypeAndStep",
  "active": true,
  "properties": [
    {
      "key": "ProjectType",
      "value": "Repair Project"
    }
  ]
}

All Available Options

Property	Required	Type	Description	Example
name	Yes	string	Must be `ChangeProjectTypeAndStep`	`"ChangeProjectTypeAndStep"`
properties.ProjectType	Yes	string	The name of the target project type	`"Repair Project"`
properties.ProjectStep	No	string	The name of the target workflow step in the new type	`"In Progress"`
properties.ProjectStepId	No	string	The ID of the target workflow step in the new type	`"c6363ea9-..."`
StopOnError	No	boolean	Cancel the workflow if the type change fails	`true` or `false`
TranslateKey	No	string	Translation key shown in the UI action log

Note: Provide either ProjectStep (step name) or ProjectStepId (step ID) to target a specific step. If neither is provided, the first step of the new project type (lowest index) is used.

Example — move to a specific step by name

{
  "name": "ChangeProjectTypeAndStep",
  "active": true,
  "properties": [
    { "key": "ProjectType", "value": "Repair Project" },
    { "key": "ProjectStep", "value": "Received" }
  ]
}

Requirements

The target project type (specified in ProjectType) must exist in the system
The target step name or ID (if specified) must exist on the target project type

Error Handling

Condition	Result	Continues Workflow?
Type changed and new workflow started	Success (original workflow cancelled)	No — new workflow starts
`ProjectType` property missing	Error	Depends on `StopOnError`
Target project type not found	Error	Depends on `StopOnError`

Project Actions overview

Change Project Type and Step

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