Mapping state types

If you add a state to a schema that uses state types, you must map that state to the appropriate package state type.

Procedure

To map state types:
  1. Start the Designer.
  2. In the Schema Repository Explorer view, expand the Record Types folder in your schema and then double-click on a record type.
    The record type editor opens.
  3. Click the States tab to view the state transition matrix.
  4. Right-click a state and click Show Properties.
  5. On the State Types tab, select a package that requires state type mapping and select a state type.
  6. Close the window to save the state mapping.
  7. Repeat this process for each new state in the record type.

Results

For example, to map the Closed state in an existing schema to the Complete state, select the UnifiedChangeManagement package, and select the Complete state type to map it to the Closed state.

If you are using the UCM schema or package, you must also assign default actions for the states; see Adding the UCM integration.