In this exercise, you create an action that allows users to transition
defects to the new state that you added in the Add a state exercise.
To create an action called Reassign:
- In the Designer workspace, expand the Record Types folder,
the Defect folder, and the States and Actions folder.
- Double-click Actions.
- In the Actions grid, click .
- In the Defect Action window, enter Reassign in
the Action Name field of the General tab.
Leave the Type field set to CHANGE_STATE. Only an action
of type CHANGE_STATE, DUPLICATE,
or SUBMIT can initiate a state transition. Other action
types, such as MODIFY, do not affect the record state.
- Close the Defect Action window. The Reassign action is added to the Actions
grid.