You can change the state of a state-based record if at least one
change-state action is defined in the schema.
About this task
Someone with the Super
User privilege uses the Designer to define state-transition rules. All change-state
actions appear on the record form toolbar.
To change the
state of a state-based record:
Procedure
- While viewing a record, click Change State on
the record form toolbar and select one of the change-state actions (for example, Assign, Close,
or Postpone). The record transitions to
the selected state and it appears in edit mode.
- Edit the record form. Labels associated
with mandatory fields and the tabs on which they appear are indicated by red
text.
- Click Save.