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]].

'''Statuses''' can be created and modified using the '''Settings''' page of your [[=Configuration - Essentials===Creating UTA]].<br>[[Image:Statuses.PNG]]==* For Level 1 To edit with statuses click the within a UTA, you need '''StatusesAdministrator Access''' link in the Level 1 settings sectionfor that UTA.* For Level 2 and Level 3 statuses click If you have this permission, go to the '''StatusesConfiguration Settings''' link in on the UTA, signified by the Level 2 settings sectiongear icon. ::'''Note''''': Level 2 and Level 3 Statuses are both created and managed on Next, choose the same page.''::''By default any statuses you create here will be available to both Level 2 and Level 3 records1, but can be restricted to either Level 2 , or Level 3 using tab, and then click on the '''Status AvailabilityStatuses''' section (described below)link.''

* Existing Statuses are listed on the left of the page.* Details of each status are displayed on the right of the page and new statuses are added to the right of the page.[[Image:Uta41ApplicationStatuses.png|600px]]

==The '''Status Settings==''' settings for Level 1, Level 2 and Level 3 are similar, with a few differences outlined below.

Each status has * For Level 1 statuses, click the following '''Statuses''' link in the Level 1 settingstab, 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:ActivityStatuses.png|600px]]

You can restrict which '''==Organization/Contact Statuses''' ==:* Organization statuses are available to each Level 1 Templateaccessible from [[Global Settings]] > [[Organization|Organizations]] > Statuses. See :* Contact statuses are accessible from [[Global Settings]] > [[Level 1 Templates#Associating Templates with StatusesUser|hereUsers]] for details> Statuses.

The '''Submit''' button is not included in the '''Display Buttons''' options. The '''Submit''' button will be displayed whenever the '''Submit Button ==Status''' Settings==Each status has been defined.the following settings: 

===Submit Button Script (Level 1 Only)General Tab===In order :* '''Status ID''' - Internal unique system ID that can be used to use reference the status.:* '''Name''' - Name for the Submit Button Script you <u>must</u> select a '''Submit Button Status''' so .:* '''Caption''' - Default [[Caption|display name]] for the status.:* '''Display Order''' - The order that statuses are displayed in the '''SubmitStatus''' button will appear settings and dropdown.:* '''Description''' - Any comments or notes you wish to include. '''Note:''' Description only manifests on the configuration page.<br>You must also create a :* '''[[Browser ScriptStatus Group Name]] containing ''' - Used to mask multiple individual statuses within a JavaScript function that single overall status. This is called within the only available in UTA Statuses. :* '''Submit Button ScriptTooltip''' setting- 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 feature can color will be used to perform tasks, such as custom validation of in the list view and the data on details view. Click the page, prior color palette button to submissiondisplay a colour picker. :* The function must return either a value of '''trueLock On Status''' if - This setting is used to lock the record should so that it cannot be submitted; or changed until it is unlocked.:* '''falseIs Default Status''' if - Determines the default status to be selected when a new record should not be submittedis created.:* Standard and Custom Field validation is performed '''afterIs Default Copy Status''' this script is run, provided that (UTA Statuses only) - When the function has returned '''true'Copy''button is used to create a copy of a UTA record, the new record will have the status that has this setting enabled. If the function returns no status is set as '''falseIs Copy Status''' no further validation is performed and , copied UTA records will have the same status as the original record is <u>not</u> saved/submitted.:* You can optionally re-label the Submit button using the '''Submit Button LabelExclude from Status Indicator''' setting)- Checking this will exclude this status from the [[Status Indicator]] Level 1 Standard field.

==Status Triggers=Permissions and Availability Tab=======Role Permissions====:* '''Allow to Set Roles''' - The specific [[Role|roles]] that can set the status. If you do not set a role, then any [[User|user]] can set any status.:* '''Override Lock Roles''' - The specific [[Role|roles]] to which the ''Lock On Status'' setting does not apply. If you enable '''Lock on Status''' and do not set an ''Override Lock Role,'' then the item cannot be unlocked.:*: '''''Note:''' Any [[Role]] with the UTA [[Manager Permission]] will be able to override the '''Lock on Status''' setting, even if not specified here.''

Sometimes you ====Availability====:* '''Available Status''' - Only available on User and Organization statuses. Statuses added here are available to be selected from this status.:* '''Enabled on Record Types''' - Only available in UTA Statuses. This status will need be available to control record types added here. If you do not set a type, then the status associated with level 2 and level 3 items based will be available on a status change at the all record types of this level 1 itementity.

For example, if you ====Annotation System Role Permissions====Only available in UTA Statuses. Roles added here will have an “abandoned” status for a project tracking [[UTA]] and you set a project different levels of access to that status then you may need to set an “abandoned” status for all level 2 (or level 3 items) related to that project. This effect is achieved through a '''Annotation Mode in this status trigger'''.

For each level one status change you :** '''View Annotation Roles''' - defines the roles that can control view annotations that have been added to the object at this status changed (annotation is only available for all level 2 UTA objects).:** '''View and level 3 items. You Create Annotation Roles''' - defines the roles that can further control view and create annotations that have been added to the object at this behavior by restricting status.:** '''Edit Field in Annotation Mode Roles''' - defines the trigger to specific types of level 2 and level 3 itemsroles that edit fields that have had annotations attached. Using :** '''Open Record in Annotation Mode''' - defines the previous example you may not wish to change roles that can edit the status on a “reporting” type level 2 activity simply because the project is abandonedentire record in annotation mode.

==Status Triggers can be defined by clicking History==If the '''[[Standard_Level_1_Field_List|Status Trigger''' link when editing the relevant Status::Standard field]] is configured with [[Track Changes]] enabled then any user with [[Image:StatusTrigger.pngManager Permissions - System Permissions|View Field History Permissions]]will see a small clock and refresh icon under the Status field.

* From '''Level 1''' you can define When they click on the History icon then they will see a breakdown of the history plus a bar chart showing the amount of time spent in each status triggers for associated Level 2 records, Level 3 records, and Transactions.* From '''Level''' 2 you The duration (in days) can define status triggers for the associated Level 1 record (be included when building a report by including data from the "parentStandard Field Audit Log") as well as any associated Level 3 records.* '''Level''' 3 status triggers are not supporteddataset.

* The '''Type''' (or Template for Level 1) is selected in the '''Type Filter''' combo box.* The current status is selected in the '''==Status Filter''' combo box. Translation Settings==* The new Specify a status is selected in the '''Set Status To''' combo box.* The '''Add Trigger''' button is used to add the new trigger to the trigger listCaption and Group Name for each desired language.

So for :* When editing a status, select the defined '''Type/TemplateStatus Translation Settings''' any associated records that were at button from the top of the window.:* Select the language from the status selected in '''Status FilterLanguage''' will be changed to drop-down list.[[Image:StatusTranslationSettings.png|600px]]:* Enter the desired '''Caption''' translation and '''Group Name'''and click ''Set Status To'Save''' status.:* The relevant language caption will be displayed to users based on the language specified in their [[Personal Settings]].

==See Also==:* Any number of triggers can be created.* [[Status lock|Status Lock]]:** [[Submit Logic]]:** [[Batch Update]]:** [[Level 1 Templates]]:** [[Status Indicator]]

See '''{| style="background-color: #f0f0f0; border-style: solid; border-width: 2px;" cellpadding="5"|-||[[Submit LogicImage:Previous.png|link=Status Field Permissions]]''' for detailed instructions.==See Also==* &nbsp;[[Submit LogicStatus Field Permissions]]* ||&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;||[[Batch UpdateLevel 1 Templates]]* &nbsp;[[Image:Next.png|link=Level 1 Templates]]|}

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