Changes

The ==Overview==Statuses represent a core concept within the SmartSimple Cloud platform. Each status represents the '''Settingsstate''' page within of the related object. Statuses can be defined with the [[Universal Tracking Application]] allows application for all types of objects that you to define '''Statuses''' for your create; Level 1, objects and Level 2 and Level 3 recordsactivities. The Statuses You can be used to track also use statuses with both contacts and organizations. This article concentrates on the state or condition use of Statuses for the Universal Tracking Application but the recordssame logic applies to contact and organization statuses.

The '''Status''' settings for Level 1===Why?===Statuses can be assigned to all records in SmartSimple Cloud, Level 2 including [[User|users]] and Level 3 [[Organization hierarchy|organizations]]. By assigning statuses to [[Entity|entities]] in your system, you are similarable to track your relationships with anyone and everyone that you interact with, with a few differences outlined belowboth [[Internal|internally]] and [[External|externally]].

1=Configuration - Essentials===Creating UTA Statuses==To edit with statuses within a UTA, you need '''Administrator Access''' for that UTA. Click If you have this permission, go to the '''Configuration Settings''' on the UTA, signified by the gear icon. Next, choose the Level 1, Level 2, or Level 3 tab, and then click on the '''Statuses''' link.

2. Click the '''Statuses''' link[[Image:ApplicationStatuses.png|600px]]

[[Image:Uta40.png]] The '''Status page is displayed''' settings for Level 1, Level 2 and Level 3 are similar, with a few differences outlined below.

* For Level 1 statuses, click the '''Statuses''' link in the Level 1 settings tab, located second from the left in the [[UTA Settings - Settings|UTA Settings]].* For Level 2 statuses, click the '''Statuses''' link in the Level 2 settings tab, located third from the left in the [[UTA Settings - Settings|UTA Settings]] (if enabled).* For Level 3 statuses click the '''Statuses''' link in the Level 3 settings tab, located fourth from the left in the [[UTA Settings - Settings|UTA Settings]] (if enabled).[[Image:Uta41ActivityStatuses.png|600px]]

For each status you determine the save and submit options available to the ==Organization/Contact Statuses==:* Organization statuses are accessible from [[Global Settings]] > [[UserOrganization|userOrganizations]]> Statuses. There :* Contact statuses are eight settings availableaccessible from [[Global Settings]] > [[User|Users]] > Statuses.

1. Click ==Status Settings==Each status has the '''Settings''' tab.following settings:

===General Tab===:* '''Status ID''' - Internal unique system ID that can be used to reference the status.:* '''Name''' - Name for the '''Status'''.:* '''Caption''' - Default [[Image:Uta57.pngCaption|display name]]for the status. :* '''Display Order''' - The order that statuses are displayed in the '''Status''' settings and dropdown.:* '''Existing StatusesDescription''' - Any comments or notes you wish to include. '''Note:''' are listed Description only manifests on the left of the configuration page.:* '''Details of each [[Status Group Name]]''' - Used to mask multiple individual statuses within a single overall status. This is only available in UTA Statuses. :* '''Tooltip''' are - a description to be displayed when the user moves their mouse over the caption (when displayed used the Status Indicator). This is only available on level one statuses.:* '''Color Code''' - The color code used to indicate each status. This color will be used in the right list view and the details view. Click the color palette button to display a colour picker.:* '''Lock On Status''' - This setting is used to lock the record so that it cannot be changed until it is unlocked.:* '''Is Default Status''' - Determines the default status to be selected when a new record is created.:* '''Is Default Copy Status''' (UTA Statuses only) - When the ''Copy'' button is used to create a copy of a UTA record, the page and new statuses are added to record will have the status that has this setting enabled. If no status is set as '''Is Copy Status''', copied UTA records will have the same status as the right of original record.:* '''Exclude from Status Indicator''' - Checking this will exclude this status from the page[[Status Indicator]] Level 1 Standard field.

* '''Name''' - Display name for the '''Status'''.===Permissions and Availability Tab=======Role Permissions====:* '''Display OrderAllow to Set Roles''' - The order specific [[Role|roles]] that statuses are displayed in can set the '''Status''' combo boxstatus.* '''Submit Button Status''' - This feature is used to present the user with If you do not set a '''Submit''' button. You associate an additional status with this submit button. When the role, then any [[User|user]] clicks the can set any status.:* '''SubmitOverride Lock Roles''' button the status of the Level 1 item is changed to the selected status. This may trigger a - The specific [[WorkflowRole|workflowroles]] or lock to which the item if the new status has the '''Lock on On Status''' enabledsetting does not apply.* If you enable '''Colour CodeLock on Status''' - The colour code used to indicate each status. This colour will be used in the list view and the details view. Click the colour palette button to display a colour picker.* 'do not set an ''Override Lock On StatusRole,''' - This setting is used to lock then the Level 1 item so that it cannot be changed until it is unlocked.:* : '''''Is Default StatusNote:''' - Determines Any [[Role]] with the default status UTA [[Manager Permission]] will be able to be selected when override the item is saved or submitted.* '''Display ButtonsLock on Status''' - Controls the setting, even if not specified here.'''Save''' buttons available to the user for a level 1 item at this status. ====Availability====:* '''Roles That Override LockAvailable Status''' - The specific [[Role|roles]] that can unlock a locked item. If you enable '''Lock Only available on Status''' User and do not set a role, then the item cannot Organization statuses. Statuses added here are available to be unlockedselected from this status.:* '''Roles that Can Set This StatusEnabled on Record Types''' - The specific [[Role|roles]] that can set the Only available in UTA Statuses. This statuswill be available to record types added here. If you do not set a roletype, then any [[User|user]] can set any the statuswill be available on all record types of this level entity.

==Status TriggersHistory==If the [[Standard_Level_1_Field_List|Status Standard field]] is configured with [[Track Changes]] enabled then any user with [[Manager Permissions - System Permissions|View Field History Permissions]] will see a small clock and refresh icon under the Status field.

For example, if you have an “abandoned” status for When they click on the History icon then they will see a project tracking UTA and you set breakdown of the history plus a project to that bar chart showing the amount of time spent in each status then you may need to set an “abandoned” status for all level 2 . The duration (or level 3 itemsin days) related to that project. This effect is achieved through can be included when building a '''status trigger'''report by including data from the "Standard Field Audit Log" dataset.

For each level one status change you can control status changed for all level 2 and level 3 items. You can further control this behavior by restricting the trigger to specific types of level 2 and level 3 items. Using the previous example you may not wish to change the status on a “reporting” type level 2 activity simply because the project is abandoned[[Image:StatusFieldHistory.png|800px|border]]

1. Click the '''Negotiation ==Status''' linkTranslation Settings==Specify a status Caption and Group Name for each desired language.

:* When editing a status, select the '''Status Translation Settings''' button from the top of the window.:* Select the language from the '''Language''' drop-down list.[[Image:Uta63StatusTranslationSettings.png|600px]]:* Enter the desired '''Caption''' translation and '''Group Name''' and click '''Save'''.:* The relevant language caption will be displayed to users based on the language specified in their [[Personal Settings]].

2. Click the '''==See Also==:** [[Status Trigger''' tab.lock|Status Lock]]:** [[Submit Logic]]:** [[Batch Update]]:** [[Level 1 Templates]]:** [[Status Indicator]]

Any number of triggers can be created for level 2 and level 3{| style="background-color: #f0f0f0; border-style: solid; border-width: 2px;" cellpadding="5"|-||[[Image:Previous.png|link=Status Field Permissions]]  [[Status Field Permissions]]||      ||[[Level 1 Templates]]  [[Image:Next.png|link=Level 1 Templates]] |}

[[Category:Universal Tracking Application]][[Category:Glossary]][[Category:Process Flow]]