Edit lifecycle states

In the Administration Console, edit a lifecycle flow to define or change the lifecycle's states and set state properties for object types.

In this topic:

Guidelines for editing lifecycle states

In the Lifecycles section of the Administration Console, you can perform the following tasks when editing a lifecycle:

• Delete a state from a lifecycle.

• Rename a lifecycle state.

• Define or edit the available transitions for lifecycle states. For details, see Manage transitions.

• Define or edit the attribute rules for lifecycle transitions. For details, see Set attribute rules.

• Items and requests: Define the Change Management (CM) rules for lifecycle states.

• Items and requests: Make lifecycle states sensitive.

• Items: Associate a build stage with a lifecycle state.

Guidelines:

• To rename or delete lifecycle states, you need the Manage Lifecycles privilege.

• To set the Change Management rules and attribute rules, define sensitive states, and assign deployment stages, you need the Manage Object Types privilege.

• You can create a new lifecycle state only when adding a new transition. To be added to a lifecycle, a state must have a possible transition to it.

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Define CM rules

Define the Change Management rules to control the development of request or item types for a particular product.

A request cannot be related to another request if rules are in force for one of their types and not for the other.

To define CM rules for a request type:

1. In the Administration Console, go to Configuration Object Management > Lifecycles.

2. In the Lifecycles navigation pane, select the relevant item or request lifecycle.

3. In the Lifecycle Flow section of the content pane, click the Edit Lifecycle Flow button. The Edit Lifecycle dialog box opens.

4. In the Filter bar, from the Object Type list, select the relevant request or item type.

5. In the lifecycle model, select the state for which you want to define the CM rules.

6. On the toolbar of the Edit Lifecycle dialog box, click Phases. The Edit CM Rules dialog box opens.

7. To enforce CM rules, select Yes for the Enable CM Rules field.

8. Item types: Set the rules to coordinate items with request states.

   Request types: Map lifecycle states to phases and set the dependent request rule.

   For details, see Edit CM Rules dialog box.

9. Click OK.

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Rename or delete a state

You can rename states, and remove normal states in a lifecycle. You do not need to delete off-normal states, as they are removed automatically when there are no transitions that involve them.

To delete a normal lifecycle state:

1. In the Administration Console, go to Configuration Object Management > Lifecycles.

2. In the Lifecycles navigation pane, select the relevant item or request lifecycle.

3. In the Lifecycle Flow section of the content pane, click the Edit Lifecycle Flow button. The Edit Lifecycle dialog box opens.

4. To rename a state, select the state in the lifecycle model, and click Rename on the toolbar. In the Rename Lifecycle State, enter a new name, and click OK. The name can be up to 25 characters long.

5. To delete a normal state, select the state in the lifecycle model. On the toolbar, click Delete, and confirm the deletion.

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Set the state properties for object types

Set the state properties to define a sensitive lifecycle state for an item or request type. You can also assign deployment stages to states.

Sensitive states are protected with an authentication point, and users are required to submit their password when they action the object type to or from this lifecycle state.

Guidelines for assigning deployment stages:

• You can assign a deployment stage to a lifecycle state for item, request, or baseline types.

• You can assign a deployment stage only if no other deployment stage is assigned to it.

• You cannot assign or unassign a deployment stage other than DEVELOPMENT to or from a lifecycle state if there are item revisions in the base database that have item types following this lifecycle and are currently at this lifecycle state.

To set the state properties:

1. In the Administration Console, go to Configuration Object Management > Lifecycles.

2. In the Lifecycles navigation pane, select the relevant lifecycle.

3. In the Lifecycle Flow section of the content pane, click the Edit Lifecycle Flow button. The Edit Lifecycle dialog box opens.

4. In the Filter bar, from the Object Type list, select the relevant object type.

5. In the lifecycle model, select the state for which you want to set the properties.

6. On the toolbar of the Edit Lifecycle dialog box, click Properties. The State Properties dialog box opens.

7. Item and request types: To define the item or request lifecycle state as sensitive, select Is sensitive.

8. Item, request, or baseline types: From the Stage list, select the deployment stage to associate with the lifecycle state. To remove the association, select <No Stage Assigned>.

9. Click OK.

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See also:

• Lifecycle management
• Manage lifecycles