Add a state This functionality requires additional permissions.

A state flow is a collection of states, together with the transitions that let users move content from one state to another.

To add a state:

  1. On the menu bar, click Manage manage icon.

  2. On the Manage page, click State flows.

  3. On the State flows page, click the desired state flow.

  4. On the state flow detail page, on the States tab, click plus sign State.

  5. In the State dialog box, fill in the following fields.

    Field nameDescriptionMandatory
    NameThe name of the state.Yes
    DescriptionA description of the state.No
    Update assigneesActions available to state flow assignees while interacting with this state.Yes
    Assigned usersUsers assigned to interact with content items that are in this state. Enter names manually, or click plus sign to select them from a list. No
    Assigned user groupsUser groups assigned to interact with content items that are in this state. Enter names manually, or click plus sign to select them from a list. No
    Assignees (dynamic)Choose which role users are automatically assigned.No
    Assignee groups (dynamic)Choose which role user groups are automatically assigned.No
    Behavior configuration fieldsThe fields that appear here depend on your configuration. They let you select a strategy to determine what happens to the values of entities that transition into this state:
    • Keep - no changes are made to this entity value.
    • Clean - the value of this entity is deleted.
    • Replace all with - sets the new specified value. This lets you switch to a different work flow.
    • Add to existing - adds the specified values to the entity.
    • Find and remove - removes the specified values from the entity.
    Yes
    Important
    • Avoid using static assignment relations in scripts that enable dynamic relations. We instead recommend creating dedicated relations, and ensuring that Allow navigation is set to true.
    • Do not use the Add to existing option if the cardinality of a specific member doesn't allow multiple values (for instance, OneToMany relations such as AssetType) as it will return an error upon transition. Use the Replace all with option instead.
    • The Add to existing and Find and remove transition options are applicable to assigned users, assigned users groups, and any other user-related field configured in your schema. However, these options aren't applicable to dynamic assignees.
  6. Optionally, you can change the order in which states are displayed by clicking the sort drop-down list and choosing one of the following options.

    NameDescription
    NameSorts the states alphabetically, by name.
    Date createdSorts the states in the order they were created, starting with the earliest.
    Sequence numberSorts the states according to the order they are executed in the flow, starting with the first.
  7. Click Save.

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