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Lifecycle Status Fields

Some Cherwell business objects use lifecycle status instead of a plain lookup table to track where a record is in its workflow. Lifecycle status defines the valid status values for a record and controls which transitions are allowed between them.

Cortex 3.1.0 adds full support for lifecycle status fields across searches, grids, and saved searches.

Using Lifecycle Status as a Search Filter​

When building a search on a business object that uses lifecycle status, you can filter on the status field the same way you would filter on any other field.

  1. On the Search page, select your business object.
  2. Click Add condition.
  3. In the Field dropdown, expand Lifecycle Status and select Status.
  4. Choose an operator (for example, Equal).
  5. Set Value type to Specific value.
  6. In the Value field, select the status value from the dropdown.

The dropdown only shows values that are valid for that business object's lifecycle configuration - you cannot enter an arbitrary value.

Lifecycle Status in Grids​

In versions 3.0 and 3.0.1, adding a lifecycle status column to a search results grid would cause an exception and prevent the results from loading. In 3.1.0, lifecycle status columns display correctly in grids alongside all other columns.

Existing Saved Searches​

Saved searches migrated from Cherwell that already contained lifecycle status filters may have failed to run in earlier versions of Cortex. Those searches will now run correctly in 3.1.0 without any changes.