Creating New Order Lifecycle Policies
You create new order lifecycle policies to control which transactions a role can perform while the order is in a particular order state.
To create an order lifecycle policy:
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From the Studio menu, select New, select Order and Service Management, select Order Management, then select Order Lifecycle Policy.
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In the Project field, select the OSM project in which to save this entity.
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In the Name field, enter a name for the policy.
The name must be unique among order lifecycle policy entity types in the same namespace.
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(Optional) Select a location for the order lifecycle policy.
By default, Design Studio saves the order lifecycle policy to your default workspace location. You can enter a folder name in the Folder field, or select a location different from the system-provided default. To select a different location:
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Click the Folder field Browse button.
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Navigate to the directory in which to save the entity.
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Click OK.
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Click Next.
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(Optional) Create the policy with a custom configuration.
You can create custom configuration using the Create default order lifecycle policy for the selected roles check box. Do one of the following:
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To create the policy with no default transactions and no role assignment, deselect the check box.
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To create the policy with the default set of transactions but modify the role assignment, leave the check box selected and move the selected roles to the available roles as appropriate.
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Click Finish.
The newly created policy is displayed under the selected project in the Studio Projects view.