You configure order lifecycle policies to control which transactions a role can perform while the order is in a particular order state.
To configure lifecycle order policies:
From the Studio menu, select Show Design Perspective.
Click the Studio Projects tab.
Double-click any order lifecycle policy entity.
The Order Lifecycle Policy editor opens and displays the lifecycle policy.
(Optional) Create permissions for multiple state and transaction combinations.
When creating permissions for multiple state and transaction combinations, do the following:
Click Grant Permission.
The Add Permissions to Transactions dialog box opens.
Press and hold the Shift key to select multiple consecutive state and transaction pairs. Or, press and hold the Control key to select multiple non-consecutive pairs.
In the Roles list, select the roles to which you want to add permissions.
Click the arrow buttons to move the selected roles from the Available list to the Selected list.
Click OK.
In the left-column state and transaction menu tree, expand an order state to see the related transactions.
Select a transaction in the left-column state and transaction menu tree.
If you previously defined permissions for the transaction, the permitted roles are displayed in the Permissions tab Selected area. The transaction you select here is the transaction for which you want to define permissions. For example, select the Suspend Order transaction to permit a specific group of users to suspend orders.
Click the Permissions tab Add button.
Design Studio adds a default display name to the Permissions area.
Select the default name and rename the permission, as appropriate.
Ensure that the new permission is actively selected.
In the Roles Available area, select the roles to which you will give transaction permissions.
Click the arrow keys to move the selected roles into the Selected area.
(Optional) With the new permission actively selected, click the Add button in the Condition area.
Design Studio adds a condition with a default name Condition and a corresponding XPath expression with the default value true().
(Optional) Modify the default XPath expression for the permission condition.
The XPath expression must evaluate to true before the selected roles are permitted access to the transaction. See "Order Lifecycle Policy Permissions Tab" for more information.
(Optional) Click the Transition Condition tab.
Use the Transition Condition tab to define the conditions that control whether the order can transition to the transaction. When adding transaction transition conditions:
Click the Transition Condition tab Add button.
Design Studio adds a condition with a default name Condition and a corresponding XPath expression with the default value true().
Modify the default XPath expression for the transition condition.
If the condition for a particular transaction transition evaluates to false, then the transaction is disabled while the order is in the surrounding order state.
See "Order Lifecycle Policy Transition Conditions Tab" for more information.
(Optional) Click the Grace Period tab.
The Grace Period tab appears for the Suspend Order, Process Amendment, and Cancel Order transactions only. You can define grace periods by wait duration and by event frequency.
Click Save.