About state types and state transitions in a schema enabled for UCM
Your UCM project manager may give the states in your schema enabled for UCM different names and may create multiple, different states based on the same state type. For example, your schema enabled for UCM may contain the states Scheduled and Deferred, both of which are based on the Active state type but have different associated actions and meanings.
In a schema enabled for UCM, records must follow these state-transition rules:
- Waiting
- Creating an activity places it in a state based on this state type to indicate, for example, that the work is waiting for someone to resolve dependencies and that it is not ready to be scheduled. Activities in this state do not appear in MyActivities or MyToDoList; they may or may not contain a value in the owner field and may or may not contain a value in the UCM project field.
- Ready
- Assigning an activity usually places it in a state based on this state type to indicate that the work is pending. Activities in this state appear in the activity owner's MyActivities and MyToDoList, but are not part of the owner's stream.
- Active
- Setting your view to an activity usually places the activity in a state
based on this state type to indicate that the work is in progress. Setting
your view to an activity also links the record to the UCM activity. After
the UCM activity is linked to the record, you can change the activity record
owner, but you cannot change the stream that contains the activity.
The ucm_stream field in a record whose record type is enabled for UCM displays the stream to which an activity is linked, and the ucm_view field indicates whether an activity is cu rrently set in a view.
- Complete
- If you complete and deliver an activity, you change it to a state based on the Complete state type. Activities in this state do not appear in MyToDoList, but do appear in MyActivities and remain a permanent part of the stream.