Documentation Index

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Set up lifecycle state transitions

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The lifecycle lines table contains information about lifecycle state transitions. Each line specifies a change from one state to another, as well as the conditions, actions, and authorizations that apply to the change.

Steps

  1. In the search box, enter Work Flows, and then select the related link.

  2. Choose Edit to open the lifecycle card.

  3. On the Lines FastTab, select an empty line to create a new transition.

  4. Fill in the following fields:

Field

Description

Code From

Select a lifecycle state code.

Description From

The description of the selected state code is displayed here.

Code To

Select a lifecycle state code.

Description To

The description of the selected state code is displayed here.

No. of Conditions

Shows the number of conditions.

No. of Actions

Shows the number of actions.

Status

The options for this field are Enable and Disable.

Product

Some lifecycle transitions are only relevant if a certain product is activated. Define that product here.

Confirm

When selected, the user is asked to confirm the transition.

Due Date Formula

Enter an expiration date formula, which automatically updates the state after the expiration date is exceeded.