The initialization function sets the initial state for Lifecycle records. Use filters to set up Lifecycles in an existing database.
To initialize a Lifecycle
On a Lifecycle Card, locate the Initialize action.
Select the Initialize action.
Fill in the following fields:
Field
Description
No.
Identifies the Lifecycle.
Version Code
Identifies the Lifecycle version.
Description
Describes the Lifecycle.
Table Name
Table on which the Lifecycle is based.
Filters
Use filters to define a subset of records to set the initial state.
Initial State Code
Select the state code for initialization. If left blank, the first defined state is used.
Description
Description of the selected Initial State Code.