Overview You can define system-wide states for the record types. These states are defined at the system-wide level. After defining, you can add desired states to different record types. For information on how to add states to record types, refer to the article Configuring Record Type States. In this article, you’ll learn how to define […]
Overview You can configure states for the selected record type. For information on state concepts, see Workflow & Lifecycle. In this article, you’ll learn how to add an existing state, transition, and remove states of a record type. You can also configure states using the Desktop App. For more information, click here. Who should read […]
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. This article describes how to configure lifecycle states for a record type using diagram. You can also […]