Create a state transition

In this exercise, you create a state transition for the state that you added in the Add a state exercise and the action that you created in the Create an action exercise. You create a state transition by identifying the source and destination states for an action.

To enable users to transition a defect from the Opened and Resolved states to the Reassigned state:

1. If you do not have the Actions grid open, expand the Record Types folder, the Defect folder, and the States and Actions folder, and double-click Actions.
2. Right-click the Reassign cell and select Action Properties.
3. In the DefectAction window, click the State tab. In the Source States list, select Opened and Resolved. In the Destination State list, select Reassigned.
4. Close the DefectAction window.
5. In the workspace, double-click State Transition Matrix to open the matrix. Look at the Reassigned row and verify that the cells in the Opened and Resolved columns show the Reassign action.
6. Users must be able to open defects that are in the Reassigned state. To enable users to open defects that have been reassigned, open the Actions grid by double-clicking Actions in the workspace.
7. Right-click the Open action and select Action Properties. Click the State tab. In the Source States list, select Reassigned. In the Destination State list, select Opened. Close the DefectAction window.
8. Close the Actions grid.
9. Open the State Transition Matrix. Look at the Reassigned column and verify that the Opened row cell shows the Open action. Close the State Transition Matrix.