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).
6. Enter a description for the new lifecycle definition in the Description field.
7. Select your preferred Definition Security from the drop-down:
   • Combine with object-based security–any state-based security defined for individual states within this lifecycle definition combine with the object-based security set on the object. In other words, the combined security becomes the effective security for the entity.
   • Override object-based security–any state-based security defined for individual states within this lifecycle definition override the object-based security set on the object. In other words, state-based security becomes the effective security for the entity.
   Note: Vaults migrated from Vault 2016 or earlier use Override object-based security as the default setting so that legacy (single-gate) security is maintained. However, all new vaults use Combine with object-based as the default security setting, which is a dual-gate security setting. Change this setting at any time to mimic legacy (single-gate) security.
8. Click the Plus (+) button to create a lifecycle state for the new definition.
9. 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.
10. 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.
11. When finished, click OK to save the new definition.