Edit a Lifecycle State

Edit the name and description, transition criteria, and security and control settings for a lifecycle state.

  1. Open the Lifecycle Definition for which you want to edit a lifecycle state.
  2. Select an existing lifecycle state in the Lifecycle Details box.
  3. Select the General tab and enter a new name and description of the state, if desired. You can also change the color indicating the lifecycle state.
  4. Select the Transitions tab to modify the state's transitions.
  5. Select the Security tab to modify security for the selected state.
  6. Select the Control tab and modify whether your state is a Released or Obsolete state. You can also identify how purges handle controlled versions of objects in this state.
  7. Select the Comments tab and Add, Edit, or Remove any comments about the state or changes that have been made.
  8. Use the Up or Down arrows to reorder lifecycle states. The order of the states in the lifecycle definition is the same order that is displayed in the Change State dialog.
  9. To set another state as the default, select it and click Set Default.
  10. Click OK to save your changes and close the dialog.