Test a lifecycle policy assigned to a class

Once you have created a lifecycle policy and assigned it to a document class, or one of its subclasses, you should test the lifecycle policy.

To test a lifecycle policy assigned to a class

  1. In the tree view, expand Object Stores > object store name > Root Folder.
  2. Right-click Root Folder and select New Document from the menu.
  3. Use the Create a New Document Wizard to create a test document, making sure to select the document subclass to which you assigned the lifecycle policy. For details related to the current dialog, click Help.
  4. In the details pane, right-click the new document and select Properties from the menu. The property sheet for the selected document opens.
  5. Using the property sheet's arrow keys, scroll to the Lifecycle Policy tab.
  6. Change the document state to test the actions associated with each state change. Each time you change a state, the system checks the lifecycle policy, then takes the action defined for the particular state change.

    For example, to test each command associated with the sample lifecycle (e-mail notification) script:
  7. Verify that the actions defined in the lifecycle policy occurred. For example, if you used the sample lifecycle script, check to see if your e-mail recipient received the appropriate e-mail for each command issued.