State of lifecycle policy
The State dialog box lets you add a new state or modify an existing state
on the current lifecycle policy. This dialog box opens after you click
the Add... or
Modify... button when you're creating a new lifecycle policy or
reviewing the General properties for an existing lifecycle policy.
The following paragraphs describe the fields available on this screen.
- State Name
- Enter the name of the state you want to add to the selected lifecycle
policy.
- Demotion Allowed?
- Specify whether the document in the current state is eligible for
demotion:
- Select Demotion allowed to allow
for demotion. For example, a loan document in an Approval state
could be eligible for demotion to an Application state in case a
customer is unhappy with an approved loan application under the
terms offered. This would allow the operator to seek approval again
under different terms.
- Clear Demotion allowed to prevent
demotion. For example, you might prevent demotion of a loan document
in its final state of Closed.