To assign or remove a Lifecycle to a Record Class, perform the following steps:
SelectPlanfrom the Main Menu.
SelectRecord Classesfrom the left Navigation Menu.
Click the drop-down for the desired Record Class.
ClickLifecycle.
Choose the desired Lifecycle from the drop-down list to assign.
ClickSave.
Lifecycle Inheritance
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 theRevert to Parentbutton, which will propagate the parent’s Lifecycle back down.
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