About the State Assignment Window

The State Assignment window contains two sections, which can be accessed via the corresponding tabs.

• State Assignments: Contains a grid displaying a row for each state in the State Configuration for the family of the current record(s). The grid contains the following columns:
  • State: The state caption.
  • Assignee: The user name of the Security User who is currently assigned to that state. In each Assignee cell, a list will appear if a State Configuration Role has been assigned to that state via Configuration Manager. You can select a value from the list to assign that Security User to the state.
• History: Contains a grid displaying a row for each state to which the current record has ever been set. The grid contains the following columns:
  • State: The state caption.
  • Last Set By: The user name of the Security User who last set the record to that state.
  • Last Set On: The date on which the Security User set the record to that state.

  If you access the State Assignment window from a module or feature that allows you to manage state assignments for multiple records (e.g., Recommendation Management), the History tab does not appear.