Changing Lifecycle State of Asset
If an asset has an associated lifecycle model, you might need to switch the lifecycle state of an asset.
When changing the lifecycle state of an asset, keep the following points in mind:
For any given lifecycle model, a list of names of users and/or groups who are allowed to move assets to new states is maintained within the definition of the lifecycle model. For each user or group, the permission to move assets to new states can be restricted to a subset of the available states in the model. When the lifecycle model is assigned to an asset and a state has users or groups defined for it, only a user who is one of the defined users or groups can make the transition of the asset into that state. If no users or groups are defined for a particular state, any user who has Modify permission on the asset can change the lifecycle state for that asset.
Users with the Manage Lifecycle Models permission can define the list of users and groups who are allowed to enter new states in a lifecycle model.
Note that this function can be performed on a single asset or a set of assets.
To change the lifecycle state of assets
1. In CentraSite Business UI, access the Advanced Search panel in one of the following ways:
Click the
Browse link in the upper-left corner of the menu bar.
Click the
Search icon next to the
Scope list. The default search scope is
Assets.
This displays a list of assets in the Search Results page.
2. Click the asset whose lifecycle state you want to change.
This opens the Asset Details page. Also, the actions bar displays a set of actions that are available for working with the displayed asset.
3. On the actions bar for the asset, click Edit.
4. In the Lifecycle State box, select the state to which you want to switch the asset. (The list will contain only the states that you are permitted to assign to the asset.)
5. When you have finished making your selection, click Save.
6. When you are prompted to confirm the save operation, click Yes.
If the state change requires approval, CentraSite Business UI will initiate an approval workflow and your request for a state change will be submitted to the appropriate approvers. While the request is awaiting approval, the asset will appear in the pending mode.