Creating a New Attribute Rule

Follow this procedure when you want to create a new attribute rule for a lifecycle state.

PRIVILEGES Manage Object Types

To create a new attribute rule:

1. In the Lifecycles main window, display the list of lifecycles in the content pane by clicking the top node in the navigation pane.

2. Click the name link of the lifecycle in the content pane. The Edit Lifecycle dialog box appears.

3. Select the Object type for which the rule is to apply in the Object Type field in the filter bar.

4. Optionally, select the state to which you want to add the attribute rule in the Lifecycle Model.

5. Click the Add button. The New Attribute Rule dialog box opens.

6. Select the attribute for which you want to create a rule from the Attribute name list.

7. Select a state from the From state list. To apply the rule to a transition, select a state from the To state list.

NOTE The From state and To state must belong to the same transition. An attribute rule applies only to a single transition.

TIP

- $PENDING: A generic reference to any required From State. The user who has the object in their Pending list should specify a state.

- $TO_BE_DEFINED: The object is checked out (for an item) or held (for a request).

8. Select a role from the Role list.

9. Select the options as necessary:

- Required when actioned to the To state: Specifies that the attribute must have a value before actioning to a new state.

- Writeable at the From state: Specifies that the attribute can be updated by this role.

- Display in this role section: Specifies that the attribute is to be displayed for this role and state or transition.

NOTE If you are defining a rule for an attribute within a multi-field, multi-value block, you need to ensure that, for a given role section and transition, all of the preceding attributes in the multi-field block will also be visible to the user. This means that for all the preceding attributes in the block, if you have not selected Required when actioned to the To state or Writeable at the From state, you will need to select Display in this role section. This is so that the multi-field multi-value attribute will be displayed correctly in the desktop and web clients.

10. To keep the dialog box open, select the Keep Open option.

11. Click OK to create the attribute rule.

Related Topics

New Attribute Rule dialog box

The Edit Lifecycle Dialog Box

The Attribute Rules Area