Add statuses and stages to your Business Object lifecycle to
represent your business process.
Use the Lifecycle Editor (accessed from within a Blueprint in
CSM Administrator) to add stages and statuses. At a minimum, you need one stage and
two statuses to make up a lifecycle. One of the statuses must be marked as the
final stage.
Tip: You can have multiple final statuses (example: Closed
Done, Closed Won't Do, Closed Duplicate) but you cannot have multiple final
stages.
- Drag a status on to the yellow cross on the designer board.
A box appears with default status and stage names.
- In the
Status section of the
Properties area, select
Status 1 in the
Status Name field and rename the status to
your choice of name (example: Emergency Change). Select
Tab or
Enter to apply your name change to the box.
- Select the
New Stage button and change the name of the
stage to your chosen name (example: Classification). Select
Tab or
Enter to apply your name change to the box.
The stage name displays in the box and the stage changes
color. The stage name is also added to the drop-down list.
- Optional: Repeat steps 1-3 until you have all the statuses and stages you
need to complete your lifecycle.
Note: When a status is dropped between stages, it adopts the name
& color of the previous stage.
When choosing stage names from the drop-down list, you see
a logically available list depending on the location of the status in the
lifecycle.
- Highlight the stage that you want to be the final one and select
Set Final Stage.
The banner across the box changes color to show that the
stage is the final one in the lifecycle.
- Select
Save on the toolbar (or select
Ctrl+S) to save your lifecycle while working.
Select
OK at the end when editing is complete and you
want to save your lifecycle and close the Lifecycle Editor.
If not valid, you are not allowed to save and are asked to
fix the issues. See
Validate a Lifecycle.
- Publish
the Blueprint
() to commit the changes, or
save the
Blueprint () to continue making other changes.