Changing the state of a record

You can change the state of a state-based record if at least one change-state action is defined in the schema.

1. Find the record to modify.
2. On the Record form, click Actions and select an action.
   The Actions menu displays only the valid actions the current state, based on the state-transition model.
3. Modify the record as needed.
   When the record transitions to a different state, mandatory fields are highlighted in red italic.
4. To save your changes, click Apply. To clear your changes, click Revert.