Configuring State Transition Rules for Record Types (Desktop App)

Administration

Overview

State transition is the process of updating the State field of a record from the current State to another State. Only those Transitions will be allowed that you define in the State Change menu of various editors.

You can also define state transition rules graphically using State Diagram Type editor. To learn more, click here.

This article describes how to configure State Transition Rules for a Record Type.

Who should read this?

  • TopTeam Administrators
  • Project Administrators
  • Different states are defined for a Record Type.To learn more, click here.
  • State Transition Rules are enforced on TopTeam Project.To learn more, click here.

Step 1. Go to the Administration section

media_1600773223457-1.png

Step 2. Click Configure Record Type States & Workflow

media_1600773410856-1.png

Step 3. Click Configure State Transition Rules

media_1600773498469-1.png

Step 4. Select a record type for which you want to define rules

media_1600773747713-1.png

Step 5. Define Transitions allowed from State

media_1600774409700-1.png

Step 6. Verify defined rules – Open record editor of the record type for which State Transition Rules are defined

media_1600775549065-1.png

Related Articles

Configuring State Transition Workflow for a record type
Defining System-wide Master States
Configuring Record Type States

Revised: September 22nd, 2020

Tags: