---
title: "Set up Lifecycle states"
slug: "bc-set-up-lifecycle-states"
tags: ["Task"]
updated: 2026-06-25T09:59:00Z
published: 2026-06-25T09:59:00Z
canonical: "docs.staedean.com/bc-set-up-lifecycle-states"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Lifecycle states

The Lifecycle state controls the status of a Lifecycle instance. When a Lifecycle starts for a specific record, the system creates a Lifecycle instance with the first state defined in Lifecycle States. When the status changes to another state, a Lifecycle Entry records the transition. Lifecycle entries show the history of the state changes that the instance went through.

An action is required to move an instance to the next state.

### To set up Lifecycle states

1. On the **Lifecycle Card**, select **States**.
2. On the **Lifecycle States** page, fill in the fields.
3. Use the following actions on the page as required:

| Action | Explanation |
| --- | --- |
| Settings | Opens the Settings page. These settings are only available when specifically designed and linked through the table specified in the Lifecycle type. |
| Conditions | Opens the **Lifecycle Conditions** page. |
| Actions | Opens the **Lifecycle Actions** page. |

For each Lifecycle state, fill in the following fields:

| Field | Mandatory | Description |
| --- | --- | --- |
| Code | √ | Identifies the Lifecycle state. |
| Description |  | Describes the Lifecycle state. |
| No. of Instances |  | Shows the number of Lifecycle instances per Lifecycle state. Select this field to see the record IDs attached to the instances, as well as the state code and current processing state. |
| Conditions |  | Indicates whether conditions are specified for the state. |
| Actions |  | Indicates whether actions are specified for the state. |
| Editable |  | When selected, the record is editable in this state. |
|  |  | > [!NOTE] > Note > > The editable check runs when the record is written to the table (OnModify). To accommodate that late check, a description field is added to the page (for example, Job Tasks) showing the status as EDITABLE or NOT-EDITABLE. |
| Approval State |  | Used in combination with Workflow: **[blank]**: setting is not used; **Approved**: selected when the workflow returns an approved result; **Rejected**: selected when the workflow returns a rejected result. |
|  |  | > [!NOTE] > Note > > The state transitions must have the correct paths from the state where the **SendDocForApproval** action is set, to the state with the **Approved** setting and the same for the **Rejected** state. |