Single Status: Use a One-Step Action to Migrate Business Object Lifecycles

Use a One-Step™ Action to migrate multiple Business Objects to use the Business Object Lifecycle Editor. Using this method, you can migrate records of one status at a time.

These steps use an Incident as an example but you can use this One-Step Action to transition any Major or Supporting Business Object from the legacy lifecycle to the new lifecycle. You can also use the One-Step Action to migrate records forwards or backwards in a lifecycle, between branches in a lifecycle, or to assign a status to an object that has never had a lifecycle.

To use a One-Step Action to migrate a legacy Business Object lifecycle one status at a time:

  1. Log in to CSM Administrator.
  2. Create a new Blueprint.
  3. 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).
  4. Select Bus Ob Properties.
  5. Clear the Has lifecycle check box on the Lifecycle page. See Define Lifecycle Properties for a Business Object.
  6. Create a new lifecycle for that Business Object. See Business Object Lifecycle Editor.
  7. 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.
  8. Publish the Blueprint.
  9. Log in to the CSM Desktop Client.
  10. Open an existing record and note that the Transition Status Control currently allows access to any status in the drop-down list. Also note that the record is showing as not having a state on the Lifecycle Progress Indicator.

    record showing status control allowing access to any status

  11. In the CSM Desktop Client, select One-Step > One-Step Manager.
  12. Set the Business Object Association field to the Business Object that you want migrate to the new lifecycle (example: Incident).
  13. Select Create New.
  14. Provide a name and description.
  15. Select OK.
  16. Select the Conditions page and then select Specific group from the Allow One-step to run against drop-down list.
  17. Select a Specific search group (example: All New Incidents).
    This finds all the records using the legacy lifecycle with a current status of New.
  18. Add a Transition a Business Object Action to the Designer Board.
  19. Select No Status Assigned from the From Status drop-down list.
    choosing no status assigned from drop down list
  20. Select your chosen target status from the Target Status drop-down list (example: New).
  21. Select Ignore status mismatch. If this option is selected, when the From Status of a record doesn't match those specified in One-Step Action, the record gets ignored and the One-Step Action continues. If you want the One-Step Action to stop if it finds a status mismatch, then clear the check box, at which point you get an error message and the One-Step Action stops immediately.
  22. Save the One-Step Action and return to your Desktop Client dashboard.
  23. Run your One-Step Action.
  24. Open an existing Incident that was using the legacy lifecycle.
    The Lifecycle Progress Indicator now shows the record at status New.

    lifecycle progress indicator shows record at status new after running one step

    All the records that had New status set in the legacy lifecycle have been migrated to the new Business Object Lifecycle Editor. A journal entry is created for each Business Object transitioned as a result of the action.
  25. To migrate all the Business Objects that have a legacy lifecycle associated with them, edit your One-Step Action to change the Specific search group and Target Status and keep re-running it until all your records use the Lifecycle Editor. Alternatively, see Multiple Statuses: Use a One-Step Action to Migrate Business Object Lifecycles.