The lifecycle table records information about all lifecycles. The table contains information about a specific lifecycle: the lifecycle type it is based on, the version code, and the status of the lifecycle. On the lifecycle card, you can set a filter per lifecycle to select a subset of the table specified in the lifecycle type.
The lifecycle table contains a page for each lifecycle and holds the basic information per lifecycle. Linked to the lifecycle are the lifecycle states and lifecycle state transitions.
Steps
In the search box, enter Lifecycles, and then select the related link.
Choose New to create a new record.
Fill in the following fields:
Fields
Field | Description |
|---|---|
No. | Identifies the lifecycle. |
Version Code | One lifecycle can have several versions. |
Description | Describes the lifecycle. |
Type Code | Links the lifecycle to the correct lifecycle type. |
Status Code Failed | Enter the fail-status for the lifecycle. |
Actions
The following actions are available on the lifecycle list and page:
Action | Description |
|---|---|
New | Creates a new lifecycle. |
Release | Releases the selected lifecycle(s). |
Reopen | Reopens the selected lifecycle(s) for editing. |
Check | Checks whether the lifecycle is configured correctly. |
Export Configuration | Exports the lifecycle(s) definition to an XML file to import into another company. |
Initialize | Sets an initial state. |
States | Opens the lifecycle states page to define states and, where applicable, state settings. |
Filters | Sets a filter on a specific document type (for example, orders only, no invoices). |
Instances | Lists lifecycle instances, with the ability to view and change states. |