Lifecycle Promote Workflow Action

  1. Add the Lifecycle Promote action to the drop zone on the design canvas.
  2. Select Configure from the action’s menu.
  3. Configure the Lifecycle Promote as follows:
    • Click on the book icon to display the Insert Reference window.
    • Click on the Common tab.
    • Select Item URL from the list of available items and click on the "OK" button.
    • Click on the down arrow to the right of Lifecycle Promote Options and select the option that best suits your needs. The system will present the following options:
      • Promote
      • Demote
      • Restart
      • Reset
      Tip: If you use the Reset option within the Lifecycle Promote workflow action, all signature fields, along with their metadata columns, will be cleared when the document is reset to the draft stage.
  4. Click on the Save icon in the Commit group on the ribbon.