If you have a small number of Business Object records, you can
manually migrate them in to the Business Object Lifecycle Editor.
These steps use an Incident as an example but you can use this method
to transition any Major or Supporting Business Object to the new lifecycle.
To manually migrate a legacy Business Object
lifecycle:
- Log in to
CSM Administrator.
- Create a new Blueprint.
- In the Object Manager, select a Business Object in the Object tree
(example: Incident), and then select the
Edit Business Object task in the
Structure area (or double-click a Business
Object in the Object tree).
- Select
Bus Ob Properties.
- Clear the
Has lifecycle check box on the
Lifecycle page. See
Define Lifecycle Properties for a Business Object.
- Create a replacement lifecycle using the
Business Object Lifecycle Editor.
Tip: If you are migrating a legacy Business Object
lifecycle to a new one that uses the Lifecycle Editor, you may find it useful
to draw your existing business process on paper first. This can make it faster
when recreating your lifecycle using the visual editor.
- Edit your existing forms for the affected Business Objects to
remove the old form controls and add the new form controls. See
Add Lifecycle Controls to a Form.
- Remove any old
One-Step Actions
that are no longer required for your legacy lifecycles.
- For each Business Object record, open a form and use the
Transition Status control to migrate the object to your desired status in the
new lifecycle. Select your chosen status from the drop-down list. See
Add Lifecycle Controls to a Form
The record is migrated to the new Business Object Lifecycle
Editor. A journal entry is created for each Business Object transitioned as a
result of your action.