State Configuration Workflow

The State Configuration workflow consist of defining State Configuration for a family and ensuring that the Security Users can transition records belonging to that family. You can define the state configuration workflow by using Configuration Manager and transition from one state to another state.

The following table outlines the complete State Configuration workflow.

Steps	Task	Location
1	Identify or create the family for which you want to define the State Configuration.	Configuration Manager
2	Create State Configuration for families.	Configuration Manager
3	If desired, for the families for which you defined State Configuration, assign Security Roles to states.	Configuration Manager
4	If you assigned State Configuration Roles to states, assign Security Users to those State Configuration Roles.	Security Manager
5	If you selected the Require a specific user check box to be assigned to any state, assign Security Users to those states.	Configuration Manager