Copy a Lifecycle Definition

Create another lifecycle definition based on an existing definition with the Copy command.

  1. Click Tools  Administration Vault Settings.
  2. In the Vault Settings dialog box select the Behaviors tab and click Lifecycles.
  3. Select the lifecycle definition that you would like to copy.
  4. Click Copy to launch the Lifecycle Definition - Copy dialog. A copy of the life cycle definition is generated with the same values as the source definition.
  5. Enter the name of the copied life cycle definition in the Definition name field.
  6. Select the categories to which you want the lifecycle definition assigned from the Category list.
  7. If necessary, enter a new description for the lifecycle definition in the Description field.
  8. Change the Security Definition for the lifecycle, if needed:
    • 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.
     
  9. Add, edit, and remove lifecycle states, if needed.
  10. Click OK to save the new lifecycle definition.