Skip to main content

Edit a State or Transition

Zuora

Edit a State or Transition

To edit a state or transition, complete the following steps:

  1. Select the state or transition

    The details of the state or transition display.

  2. Select the Edit button

    If you selected a state, the Edit State dialog box displays, as illustrated below:

    UserState_Edit.jpg

    You can update either, or both, of the Title and Description text boxes.

    If you selected a transition, the Edit Criteria dialog box displays, as illustrated below:

    UserState_CriteriaEdit.jpg

    You can update the Transition Criteria menu and related fields, add further criteria, and/or change the Flow.

    For further information on the fields available for the criteria, and how to add further criteria, see the State Transitions topic.

  3. Select the Save button to save your changes. Selecting the Cancel button closes the dialog box without saving any changes
  4. Select the Save button to save the changes to your user state map

You can delete a state or transition. Note that deleting a State will move any users currently held in the state to the state named in the confirmation message. Deleting a transition will remove the transition connector immediately.