Assigning a Lifecycle to a Record Class
To assign or remove a Lifecycle to a Record Class, perform the following steps:
Select Plan from the Main Menu.
Select Record Classes from the left Navigation Menu.
Click the drop-down for the desired Record Class.
Choose the desired Lifecycle from the drop-down list to assign.
Record Classes support Lifecycle inheritance. When a Lifecycle is assigned to a Record Class, the Lifecycle is propagated to all child Record Classes. However, once a Lifecycle is changed for a specific Record Class, the inheritance chain is broken and the Lifecycle will no longer be propagated to that child if the parent’s Lifecycle is changed.
In order to re-enable Lifecycle inheritance, you must open the Lifecycle Selection dialog for a specific Record Class and click the Revert to Parent button, which will propagate the parent’s Lifecycle back down.