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
On the Lifecycle Card, select States.
On the Lifecycle States page, fill in the fields.
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
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
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.