Add a state

In this exercise, you add a state to the state transition model for the Defect record type. Before you can make changes to the schema, you must check out the schema. If the schema is not open:

1. In the Designer, click File > Open Schema.
2. In the Open Schema window, select Checkout a schema to edit or continue editing previously saved work. Select my_sample_schema from the table of schemas. If the schema is checked out, and you are continuing work from a previous editing session, click Finish. If the schema is not checked out, click Next and then click Finish.

In this exercise you add a state called Reassigned. Users can transition a defect to the Reassigned state when they reassign the defect to another user. To add the Reassigned state:

1. In the Designer, expand the Record Types folder, the Defect folder, and the States and Actions folder.
2. Double-click State Transition Matrix to open the matrix.
3. Click Edit > Add State.
4. In the Add State window, enter Reassigned in the Name field and click OK. A Reassigned row and column are added to the matrix to represent it as a source and destination state.
5. Close the state transition matrix.