The Workspace provides the ability to define and manage lifecycle definitions through its browser interface, complementing the ability to do this through Altium Designer. And providing better visibility of the states and transitions involved, each lifecycle is built in a graphical way, showing at-a-glance the flows involved. Many of the management controls you are accustomed to from the Edit Lifecycle Definitions dialog in Altium Designer are present, but in a far more intuitive setting, allowing you to quickly build and modify your definitions with streamlined ease.
Access to your Workspace's lifecycle definitions can only be made by an administrator (a member of the Administrators role). Once you have accessed your Workspace through the browser-based Altium 365 Platform Interface (https://365.altium.com), use the nav tree on the left to navigate to the Admin – Settings page (within the Workspace region of the interface). Then, in the tree that is presented, click on the Lifecycle Definitions entry.
Defining and managing a lifecycle definition through the Workspace's browser interface is very much a visual affair. A definition is built rather like a flow diagram, using various graphical objects representing the states and state transitions (and stages if using an Advanced style of management).
The controls available will be familiar from management on the Altium Designer side, including:
Then create the (stages), states, and transitions as required to build up the definition 'diagram'. Key things to note in doing this are:
The State Transition Permissions option can be set as Controlled – lifecycle transitions available to specific Users/Roles – or Using Approvals – transitions available through a request submission and subsequent approval by specified Users/Roles. Note that the latter option requires Altium Designer Enterprise Subscription.
You can quickly export the graphical portion of the lifecycle definition currently being viewed/defined, allowing you to share with others for feedback. To do so, click the button. Export is to PNG file format, with the image (<LifecycleDefinitionName>.png) downloaded to your browser's default download folder.
To remove a lifecycle definition, click on its associated delete control (), on the page presenting the summary listing of definitions. If that definition is currently being used by at least one revision of an Item in the Workspace, then a pop-up will alert you to the fact that it cannot be deleted.