Mapping state types

If you add a state to a schema that uses state types, you must map that state to the appropriate package state type.

About this task

To map state types:

Procedure

  1. Start the Designer.
  2. Open the State Transition Matrix for the record type by expanding the Record Types folder, selecting a record type, expanding the States and Actions folder, and double-clicking State Transition Matrix.
  3. Right-click a state and click Properties.
  4. On the State Types tab, select a package that requires state type mapping and select a state type.
  5. Close the window to save the state mapping.
  6. Repeat this process for each new state in the record type.

Results

For example, to map the Closed state in an existing schema to the Complete state, select the UnifiedChangeManagement package, and select the Complete state type to map it to the Closed state.

If you are using the UCM schema or package, you must also assign default actions for the states; see Adding the UCM integration.

Parent topic: State models and the state transition matrix