Creating state transitions

You create state transitions when defining the state model of a schema. To create a state transition, you define an action of the type CHANGE_STATE and then select the source states and a destination state for that action.

Procedure

To create a state transition:
  1. Start the Designer.
  2. In the Schema Repository Explorer view, expand the Record Types or Record Types - Stateless folder in your schema and then double-click on a record type.
    The record type editor opens.
  3. Click the Actions tab to view the Record Actions grid.
  4. Create a new action, selecting CHANGE_STATE as its type.

    To use an existing action, right-click an existing action of the type CHANGE_STATE and select Action Properties.

  5. In the States section of the action properties page, select one or more source states and a destination state for the action.
    Each CHANGE_STATE action must have at least one source state and a destination state. If none are defined, the Designer reports an error during validation.
  6. After creating the state transition, display the State Transition Matrix to verify that the transitions were applied to the states. For more information, see To display the State Transition Matrix for a Defect record type.