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About State Configurations in Strategic Recommended Actions

Recommended Actions employs standard State Configuration functionality to facilitate basic Recommended Actions operations and record state transitions.

In Recommended Actions the menu displays a list of operations that are available for one or more currently selected records. The list of available operations will vary, depending upon the current state of the selected record and the states to which the record can transition from its current state, according to the State Configuration that exists for the entity family.

About Strategic Recommended Actions States and OperationsClosed

The Recommended Action menu will display any operation that is valid for current state of the selected record, including any baseline operations and any custom operations.

Note: Throughout this documentation, we provide details on performing baseline operations for Recommendation families using their baseline State Configurations. If you have customized the State Configurations for the Recommendation families, additional options may be available to you.

The following diagram shows the states and operations that exist in the baseline State Configuration for the following families: 

You can use this diagram to determine which operations will appear on the Recommended Action menu when you select a record in the grid on the Recommended Action pane. The Recommended Action menu will display any operation to which the current record can be transitioned from its current state.

Note: A blue arrow represents an operation that creates a link between records. A red arrow represents an operation that unlinks records.

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