Add a state model and transitions to specify conditions for moving between states.

Before you begin

Role required: state_model_admin or admin

About this task

Develop and test your state model in a non-production instance before deploying it in the production instance.

Procedure

  1. Navigate to All > State Management > State Models.
  2. Click New.
  3. Fill in the fields on the form.
    Table 1. State model fields
    FieldDescription
    Name Descriptive name for this state model.
    Table Table this state model applies to.
    Application Defaults to Global.
    Order Order in which this state model is evaluated for the target table. State models are evaluated in numerical order, from the lowest number to the highest number.

    Leave space between the numbers so that you can insert a new state model later, if necessary. For example, enter 10 for the first state model to be evaluated, 20 for the next state model to be evaluated, and so on.
    Active Indicates that this state model is enabled. Clear this check box until you define the state transitions for the state model.
    Description Description of this state model.
    Condition Condition builder that sets the conditions for applying this state model to records.

    For example, you could add the condition Category is Networking versus Category is Security if there are different state models for networking requests and security requests.
    Common Exit Condition Condition builder that sets any common condition required for moving from one state to another.
  4. Open the form context menu and click Save.
    The State Transitions related list appears.
  5. Click New on the State transitions related list.
  6. Fill in the fields on the form.
    Table 2. State transition fields
    FieldDescription
    State Model State model that uses this state transition.
    State State this transition controls, for example Ready or In Progress.
    Application Defaults to Global.
    Order Order in which this state transition is evaluated. State transitions are evaluated in numerical order, from the lowest number to the highest number.

    For example, if the first predefined state is New, give that state the lowest order number so that the conditions for entering and leaving the state are evaluated first.

    Leave space between the numbers so that you can insert a new state transition later, if necessary. For example, enter 10 for the first state transition to be evaluated, 20 for the next state transition to be evaluated, and so on.
    Terminal State Selected if there are no transitions from this state.
    Description Description of this state transition.

    For example, the Description for the Assess state could be New state can move only to Assess state.
    Enter Condition Condition builder that sets the conditions for entering this state.
    Exit Condition Condition builder that sets the conditions for exiting this state.
  7. Click Submit.
    The state model form reopens, and the new transition is added to the related list.
  8. Continue adding state transitions for the remaining states.
  9. When finished adding state transitions in the state model form, select the Active check box and click Update.