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Activate Predefined Transition Types

By default, all predefined transition types delivered with the product are inactive, so status transition buttons are not in effect. You can activate and modify these transition types to accommodate your desired status transition flow.

To activate a predefined transition type

  1. Select Show Filter on the Transition Type List page.

    The top portion of the page reveals additional search fields.

  2. Select Inactive in the Record Status field and click Search.

    The Transition Type List displays all inactive transition types.

  3. Right-click the title of the transition type and select Edit from the menu.
  4. Select Active in the Record Status drop-down list.
  5. Click Save, Close Window.
  6. Click Search.

    The Transition Type List displays the active transition type.