Specify the Lifecycle States

Use this screen to define the states a document moves through during its lifecycle.

The list box provides a table that shows you the states added to the lifecycle policy. The table presents the following columns:

The buttons at the right of the wizard screen provide options for creating and modifying the lifecycle policy:

The following topics show you how to set up lifecycle states:

To change the state sequence

In the list box, select the state whose order you want to move and do one of the following:

To add a new state

  1. Click Add... to display the State dialog box.
  2. In the State Name field, enter the name you want to assign to the state. For example, if you're creating a lifecycle policy for a loan application, you could call the first state, Application.
  3. Specify whether the document in the current state is eligible for demotion: NOTE  When you add the first state to the list, the wizard automatically clears the Demotion allowed option. As you add additional states, the wizard automatically selects Demotion allowed.
  4. Click OK to save the newly defined state and return to the previous screen. The new state appears at the bottom of the list box.

To modify an existing state

  1. Select the desired state on the list box.
  2. Click Modify... to display the State dialog box.
  3. Modify the definitions as desired:
  4. Click OK to save the modified state and return to the previous screen.

To remove a state

  1. Select the state you want to remove from the list box. (You cannot select more than one state at a time.)
  2. Click Remove to delete the selected state from your list.