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.

About this task

Someone with the Super User privilege uses the Designer to define state-transition rules. All change-state actions appear on the record form toolbar.

To change the state of a state-based record:

Procedure

  1. While viewing a record, click Change State on the record form toolbar and select one of the change-state actions (for example, Assign, Close, or Postpone).
    The record transitions to the selected state and it appears in edit mode.
  2. Edit the record form.
    Labels associated with mandatory fields and the tabs on which they appear are indicated by red text.
  3. Click Save.