State transition default action requirements for record types

Record types can include numerous state definitions. However, UCM-enabled record types must have at least one path of transitions among state types as follows: Waiting to Ready to Active to Complete. The transition from one state to the next must be made by a default action.

For example, the following figure shows the actions and default actions between the states defined in the UCM-enabled BaseCMActivity record type included in the predefined UCM schema. The states are Submitted, Ready, Active, and Complete. The corresponding state types appear to the right of the states.
Figure 1: State transitions of UCM-enabled BaseCMActivity record type

State transitions are shown for Submitted, Ready, Active, and Complete.

In addition to this single path requirement, states must adhere to the following rules:
  • All Waiting type states must have a default action that transitions to another Waiting type state or to either a Ready or Active type state.
  • If a Ready type state has an action that transitions directly to a Waiting type state, that Waiting type state must have a default action that transitions directly to that Ready type state.
  • All Ready type states must have a default action that transitions to another Ready type state or to an Active type state.
  • All Ready type states must have at least one action that transitions directly to a Waiting type state.
  • For the BaseCMActivity record type, its initial state must be a Waiting type.