Assign the Default Lifecycle Definition for a Category

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

Note: The ability to assign lifecycles to Item Categories is available only in Vault 2015 R2. Vault 2015 users see Item Lifecycle Definitions for information on working with item lifecycle definitions and lifecycle states.

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 the type of Vault objects for which you want to configure categories from the drop-down menu.
  4. Select the category to which you want to assign the default lifecycle.
  5. Select the Lifecycle tab  Assign. 
  6. In the Assign Category dialog box, do one of the following:
    • Drag the lifecycle from the All Lifecycle Definitions list (left) to the Assigned Lifecycle Definitions list (right) and click Default.
    • In the Assigned Lifecycle Definitions list, select a lifecycle and click Default.
  7. Click OK. The Configure Categories dialog box is updated.