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.
- Lifecycle State Name
- Enter the name of the state you want to add to the selected lifecycle
policy.
- Allow demotion from State
- Specify whether the document in the current state is eligible for
demotion:
- Select this checkbox 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 this checkbox to prevent
demotion. For example, you might prevent demotion of a loan document
in its final state of Closed.
- Apply Security Template on Entry
- Select to apply the security permissions defined on the Template Security tab to the document when the document enters the present state.