State transition default action requirements for record types

Record types can include numerous state definitions. However, UCM-enabled record types must have at least one path of transitions among state types as follows: Waiting to Ready to Active to Complete. The transition from one state to the next must be made by a default action.

For example, the following figure shows the actions and default actions between the states defined in the UCM-enabled BaseCMActivity record type included in the predefined UCM schema. The states are Submitted, Ready, Active, and Complete. The corresponding state types appear to the right of the states.
Figure 1. State transitions of UCM-enabled BaseCMActivity record type

State transitions are shown for Submitted, Ready, Active, and Complete.

In addition to this single path requirement, states must adhere to the following rules:
  • All Waiting type states must have a default action that transitions to another Waiting type state or to either a Ready or Active type state.
  • If a Ready type state has an action that transitions directly to a Waiting type state, that Waiting type state must have a default action that transitions directly to that Ready type state.
  • All Ready type states must have a default action that transitions to another Ready type state or to an Active type state.
  • All Ready type states must have at least one action that transitions directly to a Waiting type state.
  • For the BaseCMActivity record type, its initial state must be a Waiting type.