You can change the state of a record as the record moves through
a life cycle, from submission through resolution, based on the schema design.
To change the state of a record from the Query Results view:
- Right-click the record, click Change State,
and select the desired state. The action menu shows only those
actions that can be performed on the record in its current state. The list
of actions available might also be affected by your permissions.
- Change the state of the record. If you must provide information
to change the state, a window opens in which to enter information about the
record. After you provide that information, click OK to
save the state change. In some cases, the state of the record changes without
any additional activity.
To change the state of a record from the
Record Details view:
- Double-click a record in the Query Results view so
that its details appear in the Record Details view.
- In the Record Details view,
click the Change State menu on the toolbar and select
the desired state.
Example
A submitted defect must be assigned to a developer
before work on the defect begins. This example shows how you can assign a
defect record.
- Locate the submitted defect record in the Query Results view,
right-click it, and click .
- In the Assign window, select an owner for the defect and click OK.
The new owner information is saved, and the state of the defect is changed
to Assigned.