How Do I Change the State of a Record?

To change the state of a record, simply open it for viewing and select the desired state from the list. When using the Kanban board representation type, you can also drag cards from one state to another (this works on devices with large screens).

Please note: if you see only the name of the current state instead of a drop-down list, this means you do not have access to change it in the current state of the record.

Please note: there are no additional conditions for changing the state to one of the previous ones, except for having the permission to change the state in general, while to change the state to the next one, you first need to specify the values of all required properties.