Changing the state of a record
You can change the state of a state-based record if at least one
change-state action is defined in the schema.
About this task
To change the state of a record:
Procedure
- Find the record to modify.
- On the Record form, click Actions and select an action. The Actions menu displays only the valid actions the current state, based on the state-transition model.
- Modify the record as needed. When the record transitions to a different state, mandatory fields are highlighted in red italic.
- To save your changes, click Apply. To clear your changes, click Revert.