Define Field Behaviors Based on Lifecycle State

Options based on lifecycle state only appear if the Business Object has defined lifecycle states.

Setting Final State Behaviors

Select the Required for <final state> check box to require the Field to contain a value before the Business Object can enter its final state (example: Closed).

You can also click the down arrow to expand the section and select another option.

Option Description
Always required for <final state> Select to always require the Field to contain a value before the Business Object can enter its final state.
Never required for save Select to never require the Field to contain a value before the Business Object can enter its final state.
Field Select to use a logical Field to determine whether the Field is required before the Business Object can enter its final state. Then, select a Field in the drop-down.
Function Select to use a System Function to determine whether the Field is required before the Business Object can enter its final state. Then, select a System Function in the drop-down.
Stored Value Select to use a Stored Value to determine whether the Field is required before the Business Object can enter its final state. Then, select a most recently used (MRU) Stored Value in the drop-down, or click the Ellipses button to open the Stored Value Manager, where you can select an existing Stored Value or create a new one.
Expression Select this radio button to use an Expression to determine whether the Field is required before the Business Object can enter its final state. You can use either:
  • Stored Expression: Select Ellipses to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
  • Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.

Setting Values for Final States

Provide a value to set when the Business Object enters its final state.

You can also click the down arrow to expand the section and define additional options.

Option Description
Set to blank Select to clear the Field of any values when the Business Object enters its final state.
If the Field is validated, Legal Values is activated. Select it to open the Quick Selector for the Field and select a valid value.
Value Select to define a value to set for the Field when the Business Object enters its final state. Then, provide a value.
If you provided a value in the section heading (next to Value to set for <final state>), this radio button is automatically selected and the value you provided appears here.
Field Select to set the value with another Field's value. Then, select a Field in the drop-down.
Function Select this radio button to use a System Function to determine the Field's value. Then, select a System Function in the drop-down.
Stored Value Select to use a Stored Value to determine the Field's value. Then, select a most recently used (MRU) Stored Value in the drop-down, or click the Ellipses button to open the Stored Value Manager, where you can select an existing Stored Value or create a new one.
Expression Select to use an Expression to determine the Field's value. You can use either:
  • Stored Expression: Select Ellipses to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
  • Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.

Setting Required for State Change Properties

Click the down arrow to expand the "Required for state change" changes based on lifecycle section, and then select an option for requiring the Field to contain a value before the Business Object's state can be changed.

Option Description
State Select a lifecycle state. You can select a different option for each lifecycle state to determine whether the Field requires a value before the Business Object is changed from the selected lifecycle state.
Select (default) to define default options for requiring the Field to contain a value before the Business Object's state can be changed. These default options can be used for any (or all) selected lifecycle states.
Use default setting Select to use the (default) options for the selected lifecycle state.
Always required for state change Select to always require the Field to contain a value before the Business Object's state can be changed.
Never required for save Select to never require the Field to contain a value before the Business Object's state can be changed.
Field Select to use a logical Field to determine whether the Field is required before the Business Object's state can be changed. Then, select a Field in the drop-down.
Function Select to use a System Function to determine whether the Field is required before the Business Object's state can be changed. Then, select a System Function in the drop-down.
Stored Value Select to use a Stored Value to determine whether the Field is required before the Business Object's state can be changed. Then, select a most recently used (MRU) Stored Value in the drop-down, or click the Ellipses button to open the Stored Value Manager, where you can select an existing Stored Value or create a new one.
Expression Select to use an Expression to determine whether the Field is required before the Business Object's state can be changed. You can use either:
  • Stored Expression: Select Ellipses to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
  • Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.

Setting Values Before State Changes

Click the down arrow to expand the "Value to set before state change" changes based on lifecycle section and define options for setting a value in the Field when the Business Object's lifecycle state changes.

Option Description
State Select a lifecycle state. You can select a different option for each lifecycle state to determine the Field's value before the Business Object is changed from the selected lifecycle state.
Select (default) to define default options for requiring the Field to contain a value before the Business Object's state can be changed. These default options can be used for any (or all) selected lifecycle states.
Use default setting Select to use the (default) options for the selected lifecycle state.
Set to blank Select to clear the Field of any values when the Business Object's state changes.
Value Select to define a value to set for the Field when the Business Object enters its final state. Then, provide a value.
If the Field is validated, Legal Values is activated. Select it to open the Quick Selector for the Field and select a valid value.
Field Select to set the value with another Field's value. Then, select a Field in the drop-down.
Function Select to use a System Function to determine the Field's value. Then, select a System Function in the drop-down.
Stored Value Select this radio button to use a Stored Value to determine the Field's value. Then, select a most recently used (MRU) Stored Value in the drop-down, or click the Ellipses button to open the Stored Value Manager, where you can select an existing Stored Value or create a new one.
Expression Select this radio button to use an Expression to determine the Field's value. You can use either:
  • Stored Expression: Select Ellipses to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
  • Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.