Adding or modifying states

You can add or modify a lifecycle state.

About this task

The following steps are for adding states. To modify states, click Edit instead of Add.

You can save the CR process only if you have already defined the first state and transition for CR submission.

Procedure

To add or modify states:

  1. Display the CR Process dialog box.
  2. In the Lifecycles list, click a lifecycle.
  3. Under Lifecycles, click the States tab.
  4. Add each state.
    1. On the States tab, click Add.
    2. In the Add State subdialog box, type the name and description of the state.
    3. In the Map State for "Open vs. Closed" Report area, click Open, Closed, or Ignore. (Ignored states do not show in the reports.)
    4. Click Update.
  5. Add privilege-based security rules for each state.
    1. In the States list box, click a state.
    2. Next to Privilege, click Add.
    3. In the Add Privilege Security subdialog box, in the Privilege Name field, type a privilege, or select an existing privilege from the adjacent list box.
    4. Select the attributes you want a user in that privilege to be able to modify.
    5. Click Update.
  6. Add attribute-based security rules for each state.
    1. Next to Attribute, click Add.

      If the state has security set on attributes already, click an existing attribute. Then, click Edit to display the Edit Attribute Security subdialog box.

    2. In the Add Attribute Security subdialog, in the box Attribute Name field, type the name of an attribute that can contain a user ID (for example, resolver). Or select an existing attribute from the adjacent list box.
    3. Optionally, in the Privilege Name field, type the name. If you specify both the privilege and the attribute, both rules are used.
    4. In the Available Attributes list box, select the attributes you want a user to be able to modify when the user ID matches the value of the attribute.
    5. Click Update.
  7. Optionally, on the States tab, select either the Allow Task Association or the Allow Task Disassociation check box.
  8. Optionally, on the States tab, set transition attributes for each state.
    1. Click Set Transition Attributes.
    2. In the Specify Transition Attribute Names dialog box, in the User, Date, and Comment fields, type the names of the attributes that store this information when a change request is transitioned.

      All transition comments are appended to the transition log (transition_log). Use the Comment box to save the comments in another attribute, as well.

    3. Click Update.
  9. On the CR Process subbutton bar, click Save As.
  10. Click Save.

Feedback