Share this page

# Phases

Phases represent the current state of an item. As you work on items, advance them from phase to phase.

In this topic:

## Overview

Entities can have primary and secondary phase transitions. These transitions are determined by your administrator, who customizes workflows for the various entities. For details, see Workflow.

Back to top

## Change an item's phase

You can change an item's phase in the Details view or the Preview pane in a grid.

Method | Steps
--- | ---
Details tab | To change an item's phase in the details view: Open the item. The item's current phase is displayed in the Phase field. To advance the item's primary transition, click Move to <next phase>. To advance the item's secondary transition options, click the down arrow and select a phase from the list. Click Save on the Details tab.
Preview tab | To change an item's phase in the Preview pane of a grid: Locate the item in a grid. Hover your mouse over the item and select its checkbox. In the toolbar, click the Show preview button to open the Preview pane. Click Move to <next phase> to advance the item's primary transition, or click the down arrow to select a secondary transition choice.

Back to top

See also:

- Workflow

https://admhelp.microfocus.com Software Delivery Management 8942
Tips to improve your search results... OpenText™ Software Delivery Management Help Center OpenText™ Software Delivery Management Help 26.1 All View Local Help Center View Online Help Center Version: