Edit a Lifecycle Definition

Edit the name and description of a lifecycle in the Lifecycle Definition dialog box.

Display the Lifecycle Definitions Dialog

1. Click Tools  Administration Vault Settings.
2. In the Vault Settings dialog box click the Behaviors tab  Lifecycles.

Locate a Lifecycle Definition Using a Filter

• In the Lifecycle Definition dialog box, select the lifecycle definition from the Name column in the first table. Use the filter to narrow the search by category.
  Tip: Choosing <Base> lists definitions associated with files that are not categorized.

Edit a Lifecycle Definition Name

1. In the Lifecycle Definitions dialog box, select the definition, and then click Edit. The selected definition name appears in the title bar.
2. In the Definition Name field, enter a new name and click OK

Edit a Lifecycle Definition Description

1. In the Lifecycle Definitions dialog box, select the definition and click Edit. The selected definition name appears in the title bar.
2. Select the text in the Description box and replace it by typing in the revised description.
3. Click OK.

Edit the Category Assignment

1. In the Lifecycle Definitions dialog box, select the definition and then click Edit. The selected definition name appears in the title bar.
2. Select the categories to which you want the lifecycle definition assigned from the Category list.

   The lifecycle can be assigned to more than one entity type.

3. Click OK to save the new category assignments.

Edit the Definition Security

1. In the Lifecycle Definitions dialog box, select the definition and click Edit. The selected definition name appears in the title bar.
2. Select the security you want for the lifecycle definition from the Security Definition 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.
3. Click OK to save the new lifecycle security definition.

See Edit a Lifecycle State for more information about editing the lifecycle states for a lifecycle definition.