Define Field Behaviors Based on Lifecycle State
Note for new Business Object lifecycle (CSM 10.2.0 or later)
For CSM 10.2.0 or later versions, use the Business Object Lifecycle Editor to add a lifecycle to a Business Object. See: Open the Lifecycle Editor.
Options based on lifecycle state only appear if the Business Object has defined lifecycle states.
These field properties are only available if your Business Object is associated with a legacy lifecycle. If you are using the Business Object Lifecycle Editor, you can accomplish the same end results by using validation rules and post-transition actions. See Validate a Lifecycle and Add a Post-Transition Action.
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 list. |
| 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 list. |
| 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 list, or select the ellipsis to open the Stored Value Manager, where you can select an existing stored value or create a new one. |
| Expression | Select this option to use an
expression to determine
whether the field is required before the Business Object can enter its final
state. You can use either:
|
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 option 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 list. |
| Function | Select this option to use a System Function to determine the field's value. Then, select a System Function in the drop-down list. |
| 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 list, or select the ellipsis 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:
|
Setting Required for State Change Properties
Select 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 list. |
| 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 list. |
| 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 list, or select the ellipsis 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:
|
Setting Values Before State Changes
Select 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 list. |
| Function | Select to use a System Function to determine the field's value. Then, select a System Function in the drop-down list. |
| Stored Value | Select this option to use a stored value to determine the field's value. Then, select a most recently used (MRU) stored value in the drop-down list, or select the ellipsis to open the Stored Value Manager, where you can select an existing stored value or create a new one. |
| Expression | Select this option to use an
expression to determine the
field's value. You can use either:
|