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Define Lifecycle Properties for a Business Object

Use the Lifecycle page in the Business Object Properties window to define the following:

The lifecycle states defined on this page can be used throughout the system to determine behaviors. For example, you can define automatic Actions that are executed when a record changes states, require a Field to contain a value before a record can change states, or order the lifecycle states in a Lookup Object and then use it to validate Status fields.

Note: The Business Object Properties window is available in the Business Object Editor (accessed from within the Object Manager in a Blueprint).

To define lifecycle properties for a Business Object:

  1. Open the Business Object Properties window:
    1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      Note: If working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, displaying the Object Manager in its Main Pane. The Object Manager lists the existing Business Objects.

    2. In the Object Manager, click a Business Object in the Object tree, and then click the Edit Business Object task in the Structure area.

      The Business Object Editor opens.

      Tip: You can also click the Edit Business Object button Business Object Button on the Blueprint Editor Toolbar to open the Business Object Editor.

    3. Click the Bus Ob Properties button.

      The Business Object Properties window opens.

  2. Click the Lifecycle page.

    Business Object Lifecycle Properties

  3. Select the Has Lifecycle check box. You must select this check box to define lifecycle states.
  4. Define lifecycle states for the Business Object:
  5. Define Queue options based on the defined lifecycle states. This allows Business Object records to be automatically added to or removed from Queues when their states change:

    Note: These options are only available if Uses Queues is selected on the General page in the Business Object Properties window.

  6. Click OK.
  7. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.

    Note: Before publishing a Blueprint that contains Business Objects, ensure that each Business Object has at least one Form and one Grid defined and that all of the appropriate Fields have been created.

See Also

Define Additional Business Object Properties

Define Search Results Properties for a Business Object

Define Attachments Properties for a Business Object

Define Database Properties for a Business Object

Define History Properties for a Business Object

Define Record Locking Settings for a Business Object

Define Advanced Properties for a Business Object