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Status

102 bytes added, 20:26, 25 July 2016
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@Contact.status@ returns the status name for example: Active
*statusid (the numeric identified of the status), statuscaption (the alternative caption of the status) can also be referenced.
*statusid (the numeric identified of the status), statuscaption (the alternative caption of the status) can also be referenced.
*This syntax can be used within Submit Logic Validation script by adding the object type prefix:
"@level1.client.statuscaption@"
See '''[[Submit Logic]]''' for detailed instructions.
 
==Status Settings==
Each status has the following settings:
===General Tab=== * '''Status ID''' - Internal unique system ID that can be used when referencing to reference the status. * '''Language''' - [[Language]] that the current Name value will apply against. Users each status can specify different [[#Translation Options|translation options]] for the be defined in multiple languages used when accessing the system.
* '''Name''' - Name for the '''Status'''.
* '''Caption''' - Default [[Caption|display name]] for the status.
* '''Tooltip''' - a description to be displayed when the user moves their mouse over the caption (when displayed used the Status Indicator).
* '''Display Order''' - The order that statuses are displayed in the '''Status''' combo box.
* '''[[Status Group Name|Group Name]]''' - Used in conjunction with the [[Arcadia Settings]] to mask multiple individual statuses with a single overall status.
* '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't Description only manifest anywhere except on this the configuration page.
* '''Colour Code''' - 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.
* '''Lock On Status''' - This setting is used to lock the record so that it cannot be changed until it is unlocked.
* '''Is Default Copy Status''' (Level 2 & 3 only) - When the ''Copy'' button is used to create a copy of a Level 2 or Level 3 record, the new record will have the status that has this setting enabled. If no status is set as '''Is Copy Status''', copied Level 2 or Level 3 records will have the same status as the original record.
* '''Exclude from Status Indicator''' - Checking this will exclude this status from the [[Status Indicator]] Level 1 Standard field.
* '''Display Buttons''' - Controls which default Save buttons are available to the user for a record at this status. (See [[#Button Options|Button Options]] below).
* '''Template Page Submit Status''' - Controls the assigned status when submitted via a template page.
 
===Permissions and Availability Tab===
 
* '''Status Availability''' - Only available when configuring Level 2 Statuses. By default any statuses created for a Level 2 will be available to both Level 2 and Level 3 records, but can be restricted to either Level 2 or Level 3 using the Status Availability section. (See [[#Status Availability|Status Availability]] below).
* '''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.
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