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Set up Lifecycle conditions

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Use this activity to add conditions to Lifecycle states.

The Lifecycle conditions table stores the conditions set for the Lifecycle state. The Lifecycle state is available only when the specified conditions are met and the user runs the next state function.

Lifecycle conditions apply on two levels:

  • The Lifecycle state: Lifecycle state conditions always apply.

  • The Lifecycle state transition: Lifecycle state transition conditions apply only to the specific transitions (From State; To State).

Lifecycle state conditions always apply to the state. You do not need to repeat them in the Lifecycle Transition Condition.

To set up Lifecycle state conditions

  1. From the Lifecycle Card, select States.

  2. On the Lifecycle States page, select a state and select Conditions.

  3. On the Lifecycle Conditions page, select New and fill in the fields:

To set up Lifecycle state transition conditions

  1. From the Lifecycle Card, select the Lifecycle line.

  2. Select Line/Conditions.

  3. On the Lifecycle Conditions page, select New and fill in the fields:

    Type

    Field

    Mandatory

    Description

    Filter

    Type

    Filter.

    Source

    Select a field from the table to apply the filter.

    Condition

    Specify the condition to be met. You can use the regular filter operators, such as =, >, or <.

    Expression

    Type

    Expression.

    Source

    Select Assist Edit to open the Expression page and build an expression from Text, Field, or Function elements.

    Condition

    Specify the condition to be met.

    Authorization

    Type

    Authorization.

    Source

    Condition

    Only users with the defined role can perform the state transition. The roles are Microsoft Dynamics 365 Business Central security roles. For more information, see the standard help on maintaining Microsoft Dynamics 365 Business Central security roles.

    Applicable for all types

    User Message

    Type the message the user sees when a condition is not met and selection of the state is not allowed.

    Status*

    Enable: condition is active and executes; Disable: condition is inactive and does not execute.

    Product*

    Some Lifecycle conditions are relevant only when a certain product is active. Use this field to define that product.

    Note

    After the initial installation, these fields are not visible. Add them to the page through the Personalize option.

Condition functions

The following condition functions are available for all products and can be used in condition expressions:

Condition function

Description

ISPENDINGAPPROVAL

Checks whether the current record is linked to a workflow and waiting for approval.

ISRECRESTRICTED

Checks whether the current record has been added to the Restricted Record (T1550) by the workflow.