Adding actions

You can add new actions as the state transitions between existing states in the State model for a schema.

Procedure

To add a new action:

  1. Start the Designer.
  2. In the Schema Repository Explorer view, expand the Record Types folder in your schema and then double-click on a record type. The record type editor opens.
  3. Click the Actions tab to view the Record Actions grid.
  4. Right-click on the Record Actions grid and click New Action. The New Action window opens.
  5. Type a name for the new action in the Action Name field.
  6. Select an action type. If you plan to use this action to initiate a state transition, select CHANGE_STATE as the type.
  7. Click Next.
  8. On the Action States page, choose the source and destination states for the new action and then click Next.
  9. Enter optional help text for the action and then click Finish.
Parent topic: Actions and action types