Using Approvals with PreStateChange Events
The PreStateChange event occurs when you change the lifecycle state of an asset.
You can use an approval policy with the PreStateChange event to prevent users from switching the assets to certain lifecycle states (e.g., to the Productive state) without first getting the required approvals:
To create an approval policy that executes on a PreStateChange, 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: PreStateChange
Object Type: Asset or Lifecycle Model
For procedures, see the CentraSite User’s Guide .
3. In the Before the Object Enters State section of the policy's States tab, specify the state change that requires approval. For procedures, see the CentraSite User’s Guide .
4. On the policy's Actions tab, specify and configure the approval action that is to be executed when an asset 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, too. For procedures, see the CentraSite User’s Guide .
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. |
