Order Lifecycle Policy Editor

Use the Order Lifecycle Policy editor to add permissions to order transactions. If you create a policy based on the default configuration, any roles you have defined within Design Studio are automatically preselected for the default transactions. You can add permissions to a group of transactions, or to a single transaction.

The following fields are common among multiple Order Lifecycle Policy editor subtabs.

Field Use

Display Name

Edit the display name for the order lifecycle policy.

State and Transaction menu tree

This menu tree (at the left side of the Order Lifecycle Policy editor) contains a list of the order states and the transactions that can occur for each order state.

Expand an order state folder to reveal the related transactions. Select a transaction in this column to configure permissions for the transaction. Click the Add Permissions button to configure permissions for multiple transactions simultaneously.

See the following topics when using the Order Lifecycle Policy editor: