Edit a Lifecycle Definition

You can edit the name and description of a lifecycle in the Lifecycle Definition dialog box.

Display the Lifecycle Definitions dialog box

  1. Click Tools  Administration Vault Settings.
  2. In the Vault Settings dialog box click the Behaviors tab  Lifecycles.

Locate a Lifecycle Definition Using a Filter

Edit a Lifecycle Definition Name

  1. In the Lifecycle Definitions dialog box, select the definition, and then click Edit. The selected definition name appears in the title bar.
  2. In the Definition Name field, enter a new name, and then click OK

Edit a Lifecycle Definition Description

  1. In the Lifecycle Definitions dialog box, select the definition and then click Edit. The selected definition name appears in the title bar.
  2. Select the text in the Description box and replace it by typing in the revised description.
  3. Click OK. The revised description replaces the previous description.

Edit Category Assignment

  1. In the Lifecycle Definitions dialog box, select the definition and then click Edit. The selected definition name appears in the title bar.
  2. Select the categories to which you want the lifecycle definition assigned from the Category list.

    Lifecycles are used for files, folders, and custom objects. The lifecycle can be assigned to more than one entity type.

  3. Click OK to save the new category assignments.