Table of Contents

Lifecycle State Management

Before states can be added to a lifecycle flow, they must be created as a sort of master data to the Case Management System. Adding or removing lifecycle states can be done on the Case Management tab of the framework WpfGUI client.

Lifecycle State Management

Note

Make sure that every new state gets the proper name up front as renaming states is not possible. Replacing states by removing and recreating can only be done when that state isn't used in any existing lifecycle flow.

Add New State

Creating a new state is simple by clicking on the Create State button in the top ribbon. Fill in a new name that doesn't exist yet and click OK to add it to the list of existing lifecycle states. Click Cancel to abandon the creation attempt.

Add Lifecycle State

Lifecycle state names must be unique otherwise unpredicted behaviour may occur in the Case Management Engine during case transitions to a state with a name that has duplicates in the database. A new state name is considered already existing when it already appears in the states list regardless of casing, for example Rejected, rejected and REJECTED are all duplicate names.

When such a state is found, a message is shown and the user can retry to give a new but different name.

Add Lifecycle State - Duplicate Name Message

Remove Existing State

When a lifecycle state isn't used anymore on any of the existing lifecycle flows, it can be removed from the list of lifecycle states by clicking on the red cross icon on the right side of the state name.

Remove Lifecycle State

Clicking on the cross icon will mark the state for removal.

Remove Lifecycle State - Marked For Removal

To remove the state for real, click the Save button in the ribbon on the top of the window. Undoing the selection for removal can be done in 2 ways: either click on the small arrow icon which replaced the red cross and then click Save, or click the Discard button in the top ribbon.

Note

Keep in mind that a Discard will undo all unsaved changes made to Case Management. Make sure the removal selection of a state is the only modification that needs rollback or other changes will be lost as well.

Warning Existing State Being Used

If a state is still used on a lifecycle flow, the following warning will be shown during the attempt to save the removal changes to the database:

Remove Lifecycle State - Warning For Used States

The warning lists all lifecycles that contain the state in their flow.

Click on Discard Changes to rollback the attempt and return to the previous situation, or Continue to keep the state selected for deletion, and for example set the state as being deleted on the listed lifecycles as well to be able to fully remove the state from the Case Management System.