Setting up Lifecycle State Transitions

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

To set up lifecycle State Transitions

  1. In the Search box, enter Work Flows and then select the related link.
  2. Click Edit to open the lifecycle card.
  3. On the Lines FastTab select an empty line to create a new transition.
  4. Typically, you must provide values for the following fields:
Field Description/Value
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 transactions are only relevant if a certain product has been activated, over here you can define that product
Confirm When on the user is asked to confirm the transaction
Due Date Formula Type an expiration date formula, which update the state automatically after exceeding an expiration date