Before adding phases, write a complete list of phases you would like to add to a custom object. This helps you ensure that you add all necessary phases and facilitates the process of defining transitions between them.
1.Open the Phases tab of the appropriate custom object definition. 2.Select the Number of entries you would like to add from the drop-down list. 3.For each data entry row, fill in the information as described in the Phases Tab table. 4.If you want to continue adding phases, click add more. Otherwise, click Save on the toolbar. 5.Define the desired phase transitions. See Defining Phase Transitions for Custom Objects. |