Documentation Index

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Initialize Lifecycle

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The initialization function sets the initial state for Lifecycle records. Use filters to set up Lifecycles in an existing database.

To initialize a Lifecycle

  1. On a Lifecycle Card, locate the Initialize action.

  2. Select the Initialize action.

  3. 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.