CSM 10.4 Documentation

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Configure Business Object Lifecycles

Lifecycle configuration tasks include adding controls to your forms and setting up reports to identify items in specific statuses.

To configure Business Object lifecycles:

  1. Decide whether users can edit items when in the final stages of a lifecycle or not. See Define Business Object Rights (Access to Data).
  2. Configure your forms so that users can access lifecycle functionality. See Add Lifecycle Controls to a Form.
  3. Set up any reports you require. An example of how to produce a report showing the number of open Incidents within the Incident lifecycle and a breakdown of the current status of each record. See Report on Business Objects Based on Lifecycle Status.

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