Changes

Transaction Status

3,107 bytes added, 13:11, 3 October 2013
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[[Image:TransactionStatus3.png]]
5. This exposes a panel on the far right of the screen for entering the details of the new generic transaction status.  [[Image:TransactionStatus4.png]] 6. Each status has the following settings: * '''Status ID''' - Internal unique system ID used when referencing the status. * '''Language''' - [[Language]] that the current Name value will apply against. Users can specify different [[#Translation Options|translation options]] for the languages used when accessing the system.* '''Name''' - Name for the '''Status'''.* '''Caption''' - Default [[Caption|display name]] for the status.* '''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 manifest anywhere except on this 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.* '''Display Buttons''' - Controls which 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.* '''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 the item is saved or submitted.* '''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.* '''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.* '''Override Lock Roles''' - The specific [[Role|roles]] that can unlock a locked item. If you enable '''Lock on Status''' and do not set a 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.''* '''Enabled on Level 1 Templates''' - The specific [[Template|templates]] that the status is available against. You can also restrict which '''Statuses''' are available to each Level 1 Template by navigating into the template itself. See [[Level 1 Templates#Associating Templates with Statuses|here]] for details.
[[Category:Transactions]]
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