Assign the Default Lifecycle Definition for a Category

A default lifecycle definition is assigned to a category so that files, folders, custom objects assigned to the category assume the properties of the default lifecycle definition if another lifecycle definition is not specified.

Note: Item lifecycle definitions are managed under the Items tab on the Vault Settings dialog.

Assign the Default Lifecycle Definition for a Category

1. Click Tools Administration Vault Settings.

2. In the Vault Settings dialog box, select the Behaviors tab Categories.

3. In the Configure Categories dialog box, select a file category from the list, and then click the Lifecycle tab Assign. 

4. In the Assign Category dialog box, do one of the following:

   • Assign a default lifecycle definition from the Assigned lifecycle definitions list. Select the category, and then click Default.

   • Assign a default lifecycle definition. from the All lifecycle definitions list. Drag the lifecycle from the All lifecycle definitions list (left) to the Assigned lifecycle definitions list (right), and then click Default.

5. Click OK. The Configure Categories dialog box is updated.