Assigning a Lifecycle to a Record Class

To assign or remove a Lifecycle to a Record Class, perform the following steps:

  1. Select Plan from the Main Menu.

  2. Select Record Classes from the left Navigation Menu.

  3. Click the drop-down for the desired Record Class.

  4. Click Lifecycle.

  5. Choose the desired Lifecycle from the drop-down list to assign.

  6. Click Save.

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 the Revert to Parent button, which will propagate the parent’s Lifecycle back down.