Batch State Change

The Batch state change dialog

Summary

The Batch state change dialog allows you to change the Lifecycle state of multiple items at once in a single batch process.

Access

The dialog is accessed from the Explorer panel by selecting the required items then right-clicking and selecting Operations » Change State from the context menu.

Options/Controls

• Grid - displays information about the selected items designated to be updated in the batch process. Click on the link for an item under the Next State column to access a drop-down from which you can select an alternate Next State option.
• Add - select to open the Choose Item Revisions dialog to add additional items.
• Remove - select to remove selected items.
• Process - click to change the Lifecycle state of all the listed items. A confirmation dialog will appear; enter a comment if required (this is stored as part of the Item History) then click Yes to complete the batch Lifecycle state change.

Right-click Menu

• Load linked
  • Load Children - select to load Lifecycle state information from an item's children into that item.
  • Load Parents - select to load Lifecycle state information from an item's parents into that item.
• Add - select to open the Choose Item Revisions dialog to add additional item(s).
• Remove - select to remove selected items.
• Validate transitions - select to validate the status of all items. If an item fails validation, the reason will be listed under the Status column. If an item passes validation, the Status changes to Valid.
• Columns - use the sub-menu to select or deselect columns to display.