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Configure the State Field
One of the fields in the base object must have values that match all the State Model's state names. (Additional values are allowed.) Using a text field is required, and using a picklist is recommended. If you are using Asset, Contract, Quote, InsuranceClaim__c, or Application__c, a Status field already exists for this purpose, and you can add values to it if necessary. If the Status field isn't suitable for your State Model or you are using a different object, you can choose a different field or create a new one.
To create the State__c field for the Report_Card__c object:
- In Setup, in the Object Manager, in the Report_Card__c object, click Fields & Relationships, then click New.
- Click Picklist, then click Next.
- Specify the following settings. Leave other settings at their defaults.
Setting
Value
Field Label
State
Enter values, with each value separated by a new line
(selected)
(value list)
Enrolled
Incomplete
Completed
Passed
Failed
Use first value as default value
(checked)
Restrict picklist to the values defined in the value set
(checked)
Always require a value in this field in order to save a record
(checked)
ImportantNote that the default value of the state field is the initial state. This ensures that your State Model initializes properly.
- Click Next twice, then click Save.
The needs of your state model determine your next task:
-
If different State Models use different records of the same base object, Configure the Type Field.
-
If necessary, configure new fields that determine states. For the example, Configure the Grade Field.
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If field values in related objects determine states, Configure a Lookup Field.
-
For better performance, Define a Field Set.
Then either Add State Model Components to an Existing Record Page or Add State Model Components to a New Record Page.
