Edit an action state

You can edit the name, description, and possible next states for an action state.

  1. In the left navigation pane, click the Settings icon (Settings icon).
  2. In the Configure System section, click Manage Topic Workflow Configurations.
  3. Click the configuration's Row Action menu (Row Action menu icon), and then click Edit.
  4. On the Edit Topic Workflow Configuration page, click the Action States card.
  5. Click the Row Action menu (Row Action menu icon) for an action state, and then click Edit.
  6. Modify the Name of the action state.

    If you modify a state name, any actions currently in that state are updated automatically.

    Note:

    You can rename the state named Init. However, it is always considered to be the initial state for an action and is automatically assigned to every new open action created.
  7. Modify the Description of the action state.
  8. In the Possible next action states field, specify the states that users can assign to an action that is in this state. No action state can specify Planned as the next action state.

    Note:

    If state transitions are changed and these transitions are referenced in Action State Changed email notification rules, you need to first edit the notification rule. A list of the affected email notification rules is displayed.
    1. To select a state, click Select Action States, then select one or more available values and move them to the Selected Values list.
    2. (Optional) Add a filter by clicking the Show Filter Options link and choosing filter options.
    3. Click OK.
  9. To indicate that this state will close an action when it is assigned, select This is a final state.
  10. Click OK.

Note:

The topic workflow configuration may also require all of a topic's actions be in a final state before the topic itself can be assigned a final state. See Edit Workflow Configuration Options.