The conditions under which a transition from one lifecycle state to the next occurs are defined by specifying the transition criteria, actions that occur when the transition is made, and the access control permissions that determine the roles or users that can execute a transition. From the Transitions tab you can see the available transitions between each state, and then edit settings on a transition basis.
There are three options in the Transition dialog: Criteria, Actions, and Security.
Use transition criteria to determine when a transition occurs. The transition will not happen until the criteria is met.
Add Transition Criteria
Remove or Replace Transition Criteria
Transition actions are events that occur when the transition is successful. If any error occurs during the transition to the next state, the action will not take place.
Bump Revision
Or clear the check box to exclude the action for this transition.
Synchronize Properties
Or clear the check box to exclude the action for this transition.
Release Restrictions
Check that dependent child files are released |
This will check the state dependent children to ensure they are in a released state. |
Check that dependent child folders are released |
This will check the sub-folders of a project folder to ensure they are in a released state. |
Check that contained files are released |
This will check the state of all files contained in a project folder to ensure they are in a released state. |
Check that links to files are released |
This will check the state of all linked files in a project folder or custom object to ensure they are in a released state. |
Check that linked folders are released |
This will check the state of all linked folders in a project folder or custom object to ensure they are in a released state. |
Check that linked custom objects are released |
This will check that all links to custom objects in a project or custom object are in a released state. |
Defining security for a transition dictates who can make the transition. When no security restrictions are in place for this transition, then any one with access to the system can invoke the Change State command.
Tip: There is currently no command to retire a state. However, you can manually retire a state by denying everyone permission to perform a transition. This prevents files in other states from transitioning into that state while files can still transition out of the blocked state into a new one.
Manage Transition Restrictions
Add Members
Members or groups must be made available, and then added to the Current Members list to enable transition permission.
Remove Members
Modify Permissions on Existing Members