Adding State to Lifecycle Model
Pre-requisites:
To define states for an organization-specific lifecycle model, you must have the Manage Lifecycle Models permission for the organization.
By default, users in the CentraSite Administrator or Organization Administrator role have this permission, although an administrator can grant this permission to other roles.
You define states for a lifecycle model using the Lifecycle Model details page.
To add a new state to an existing lifecycle model
1. In the CentraSite Business UI activity bar, click Design Time.
A list of all lifecycle models appears.
2. Click the lifecycle model you want to add the state.
This opens the Lifecycle Model details page.
3. In the canvas area, click the Add Intermediate State and Add Final State buttons as required.
The State number is incremented by one each time you click the Add Intermediate State button (for example, State 1, State 2, State 3).
4. Click on a lifecycle state to display its detailed information. In the area labeled Lifecycle State Properties, modify the name and description of the lifecycle state, and its target state transition in the lifecycle model.
a. In the field labeled State Name, type the name of the state.
b. In the field labeled Description, type the description for the state.
c. In the field labeled Target States, select a state that can be reached as a result of a transition from the current state.
In the Target States list, you can select the target state from a list of the states that you have defined so far.
Note: Alternatively, in the canvas area, you can select a single state, and then drag the mouse pointer across the other states you want a transition from the selected state.
If you wish to define more than one target state from the current state, click the plus icon next to the target state name.
If you have more than one target state, select one of the target states as the default target state by choosing the radio button in the Default Target State.
Note: You may find it convenient to define all of the states before you start to define the state transitions.
d. In the field labeled Promotion Stages, select a stage that can be the target of a transition from an end state of the current stage.
If you wish to define more than one target stage from the selected state, click the plus icon.
e. In the field labeled Applied Policies, view a list of the currently defined policies for the state.
5. Click Save.
CentraSite validates the updated lifecycle model.
If there are no validation errors, the lifecycle model is updated in the CentraSite Registry Repository. If any part of the model is invalid, this is indicated by an appropriate error message.