Using Approvals with Pre-State Change Events
The Pre-State Change event occurs when you change the lifecycle state of an object.
You can use an approval policy with the Pre-State Change event to prevent users from switching the following types of objects to certain lifecycle states (for example, to the Productive state) without first getting the required approvals:
Policy
Asset
Lifecycle model
To create an approval policy that executes on a Pre-State Change, you must perform the following general steps:
1. Make sure that the state change(s) that will trigger the policy are defined in an existing lifecycle model. If the lifecycle model, with the appropriate state, has not yet been defined, you must create it before you create the approval policy. For procedures, see the CentraSite Administrator’s Guide.
2. Create a design/change-time policy with the following scope:
Event Type: Pre-State Change
Object Type: Policy, Asset, or Lifecycle Model
4. On the policy's
Actions tab, specify and configure the approval action that is to be executed when an in-scope object switches to the state specified in the preceding step. If other actions are to be executed before or after the approval action, insert those actions on the
Action tab. For procedures, see
Assigning Actions to a Design/Change-Time
Policy.
Caution: | Only certain kinds of actions can be included after the approval action in an approval policy. Some actions, if they occur after the approval action, will cause the policy to fail. For information about what kind of actions can follow an approval action, see Including Multiple Actions in an Approval
Policy. |
