Overview<\/h3>\n\nThis article describes how to configure lifecycle states for a record type. After reading this article you will be able to do the following:
\n1. Configure State Transitions <\/i>for a record type.
\n2. Enforce State Transition Rules<\/i> on a Project.
\n3. View Workflow History Diagram <\/i>to view the history of state transitions for a record.<\/p>\n<\/div><\/div>\n\nWho should read this?<\/h3>\n\n\n- TopTeam Administrators<\/li>\n
- Project Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
1. Configuring State Transitions for a record type<\/h3>\n<\/p><\/div>\n\nStep 1.1. Go to the Administration screen<\/h3>\n\n![\"wpid31328-media_1452251304876-1.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n<\/p><\/div>\n\nStep 1.2. Click Configure State Transition Rules Using a Diagram<\/h3>\n\n\n<\/div>\n\nThe State Transition Diagram <\/i>editor opens.<\/p>\n<\/div><\/div>\n\nStep 1.3. Select a record type from the drop-down menu<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStates of the selected record type display<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 1.4. Configure state transition<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n<\/p><\/div>\n\n\n\n<\/div>\n\nIMPORTANT: <\/strong>Once you have configured rules for state transition, you need to turn ON the Enforce State Transition Rules<\/i> option in your Project to enforce the record state transitions and lifecycle. If this Project option is turned OFF, users can change record states without any restrictions.<\/p>\nNOTE<\/strong>: You can also grant permissions for individual state transitions to a User Role from “Administration > Configure System Security > Grants Permissions to Roles<\/i>” editor. Roles can be granted to team members in a project from “Administration > Configure Projects >Assign Roles to Project Team Members<\/i>“.<\/p>\nLet’s see how to enforce State Transition Rules<\/i> in a project.<\/p>\n<\/div><\/div>\n\n2. Enforcing state transition rules on a project<\/h3>\n<\/p><\/div>\n\nStep 2.1. Open Project Editor<\/h3>\n\n\n<\/div>\n\nThe Project<\/i> editor opens.<\/p>\n<\/div><\/div>\n\nStep 2.2. Turn ON "Enforce State Transition Rules"<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\n3. Verifying enforcement of state transition rules<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3.1. Try changing the state<\/h3>\n\n\n<\/div>\n\nAfter changing the state, click Save<\/strong><\/i> to save the record.<\/p>\n<\/div><\/div>\n\n\n\n<\/div>\n<\/p><\/div>\n\n4. View Workflow History Diagram that shows record’s state flow history with possible future states<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nSee Also<\/h3>\n\nHow to set fields as read-only in certain lifecycle states of a record<\/a>
\nUsing State Transitions Diagram Editor<\/a>
\nUsing Define Record Type States Editor<\/a>
\nCustomizing System Wide Master States<\/a>
\nVideo – Getting Started with Allowed Actions<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: March 19th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Overview This article describes how to configure lifecycle states for a record type. After reading this article you will be able to do the following: 1. Configure State Transitions for a record type. 2. Enforce State Transition Rules on a Project. 3. View Workflow History Diagram to view the history of state transitions for a record. Who should read this? TopTeam Administrators Project Administrators 1. Configuring State Transitions for a record type Step 1.1. Go to the Administration screen Step 1.2. Click Configure State Transition Rules Using a Diagram The State Transition Diagram editor opens. Step 1.3. Select a record <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[297],"tags":[29,105,31],"class_list":["post-21813","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-record-type","tag-states","tag-workflow"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-5FP","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21813","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=21813"}],"version-history":[{"count":13,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21813\/revisions"}],"predecessor-version":[{"id":40059,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21813\/revisions\/40059"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=21813"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=21813"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=21813"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
This article describes how to configure lifecycle states for a record type. After reading this article you will be able to do the following: The State Transition Diagram <\/i>editor opens.<\/p>\n<\/div><\/div>\n IMPORTANT: <\/strong>Once you have configured rules for state transition, you need to turn ON the Enforce State Transition Rules<\/i> option in your Project to enforce the record state transitions and lifecycle. If this Project option is turned OFF, users can change record states without any restrictions.<\/p>\n NOTE<\/strong>: You can also grant permissions for individual state transitions to a User Role from “Administration > Configure System Security > Grants Permissions to Roles<\/i>” editor. Roles can be granted to team members in a project from “Administration > Configure Projects >Assign Roles to Project Team Members<\/i>“.<\/p>\n Let’s see how to enforce State Transition Rules<\/i> in a project.<\/p>\n<\/div><\/div>\n The Project<\/i> editor opens.<\/p>\n<\/div><\/div>\n After changing the state, click Save<\/strong><\/i> to save the record.<\/p>\n<\/div><\/div>\n How to set fields as read-only in certain lifecycle states of a record<\/a> Revised: March 19th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n <\/p>\n","protected":false},"excerpt":{"rendered":" Overview This article describes how to configure lifecycle states for a record type. After reading this article you will be able to do the following: 1. Configure State Transitions for a record type. 2. Enforce State Transition Rules on a Project. 3. View Workflow History Diagram to view the history of state transitions for a record. Who should read this? TopTeam Administrators Project Administrators 1. Configuring State Transitions for a record type Step 1.1. Go to the Administration screen Step 1.2. Click Configure State Transition Rules Using a Diagram The State Transition Diagram editor opens. Step 1.3. Select a record <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[297],"tags":[29,105,31],"class_list":["post-21813","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-record-type","tag-states","tag-workflow"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-5FP","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21813","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=21813"}],"version-history":[{"count":13,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21813\/revisions"}],"predecessor-version":[{"id":40059,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/21813\/revisions\/40059"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=21813"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=21813"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=21813"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n1. Configure State Transitions <\/i>for a record type.
\n2. Enforce State Transition Rules<\/i> on a Project.
\n3. View Workflow History Diagram <\/i>to view the history of state transitions for a record.<\/p>\n<\/div><\/div>\nWho should read this?<\/h3>\n
\n
1. Configuring State Transitions for a record type<\/h3>\n<\/p><\/div>\n
Step 1.1. Go to the Administration screen<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 1.2. Click Configure State Transition Rules Using a Diagram<\/h3>\n
\n<\/div>\n
Step 1.3. Select a record type from the drop-down menu<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
States of the selected record type display<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 1.4. Configure state transition<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n<\/p><\/div>\n
\n<\/div>\n
2. Enforcing state transition rules on a project<\/h3>\n<\/p><\/div>\n
Step 2.1. Open Project Editor<\/h3>\n
\n<\/div>\n
Step 2.2. Turn ON "Enforce State Transition Rules"<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
3. Verifying enforcement of state transition rules<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 3.1. Try changing the state<\/h3>\n
\n<\/div>\n
\n<\/div>\n<\/p><\/div>\n
4. View Workflow History Diagram that shows record’s state flow history with possible future states<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
See Also<\/h3>\n
\nUsing State Transitions Diagram Editor<\/a>
\nUsing Define Record Type States Editor<\/a>
\nCustomizing System Wide Master States<\/a>
\nVideo – Getting Started with Allowed Actions<\/a><\/p>\n<\/div><\/div>\n