Record lifecycle: the states a record moves through — Tips

• Name states the way your team already says them — the state value is what your boards and saved views will be captioned with. • Map states to categories honestly: a Cancelled that you mark Terminal · success will quietly flatter every report that counts outcomes. • Every record count on the editor is a link to the grid filtered to that stage — the fastest way to see exactly which records a rule will bite. • Pair a lifecycle with a numbering sequence set to allocate on transition, so drafts that never go anywhere don't burn identifiers.