Configure a branch status in DRM

You can change the configuration for the Branch/Version statuses if you modify the default settings.

By default, the statuses are only for the Authoring cycle in DRM. There is no change to other cycles.
Note: Always review what status objects are in before making any change to statuses and workflows.
  1. In TEXTML Administration perspective, locate the version_status.xml file in Repository/system/conf.
  2. Right-click the file and select Check Out.
  3. Right-click the file again and select Open.
    The file opens with the existing configuration for a status.
    <state color="22;80;45" initial="true" level="1" 
                   name="development" type="development">
                    <lockable>
                        <objtypes>
                            <type>all</type>
                        </objtypes>
                    </lockable>
                    <nextStates>
                        <next>maintenance</next>
                        <next>delivery</next>
                        <next>closed</next>
                    </nextStates>
                </state>
  4. Change the parameters for the statuses as needed using the following parameters.
    Parameter Function
    level attribute This value identifies the level of a status. A higher status is further along in the workflow than a lower status.
    Suppose Work status has level="3" and Done status has level="10". Done is further along, or higher, in the workflow than Work.
    Note: A parent object cannot have a higher status than its children, so you cannot have a topic at Work level="3" in a branch at Delivery level="10".
    name attribute This attribute identifies the name of the status that appears in the user interface.
    <next> The identified statuses possible for an object when moved from the current status.

    The default settings allow users to change a branch from one status to any other status. There is no workflow enforced between the statuses.

    Note: version_status.xml allows for only one Branch of each type. For example, you cannot create and configure more than one Branch with type="delivery".
  5. Save the file.
  6. Right-click the version_status.xml file and select Check in.
  7. Locate the container_status.xml file in Repository/system/conf.
  8. Open and check out the file.
    The file opens. The configuration for the new statuses in container_status.xml is the same as version_status.xml.
  9. Change the configuration so that it matches any updates you made in container_status.xml.
  10. Save the file.
  11. Right-click the file and select Check in.
    The DRM branch statuses reflect your configuration changes.