Create a Lifecycle Definition

Create and configure lifecycle definitions on the Lifecycle Definition dialog.

1. Click Tools  Administration Vault Settings.
2. On the Vault Settings dialog box, select the Behaviors tab  Lifecycles.
3. Click New to launch the Lifecycle Definition - New Definition dialog.
4. Enter a lifecycle definition name in the Definition Name field.
5. Select the categories to which you want the lifecycle definition assigned from the Category list. The category field is separated into entity types because the lifecycle definition can be assigned to multiple categories and multiple entity types (i.e., files, folders, items, and custom objects).
   Note: Item Categories are only available on the Lifecycle Definition dialog in Vault 2015 R2. Vault 2015 users see Item Lifecycle Definitions for information on working with item lifecycle definitions and lifecycle states.
6. Enter a description for the new lifecycle definition in the Description field.
7. Click the Plus (+) button to create a lifecycle state for the new definition.
8. After you have created your lifecycle states, select a lifecycle state in the Lifecycle Details list and click the checkmark to set it as the default state for the lifecycle definition.
9. Vault 2015 R2 Only–Reorder lifecycle states by selecting a state in the Lifecycle Details view and clicking the up or down arrow. The order of the lifecycle states determines the order in which they are displayed in the Change State dialog.
10. When finished, click OK to save the new definition.