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=Configuration - Essentials=
==Creating UTA Statuses==
To work with statuses within a UTA you need the Manager Permission for that UTA. If you have this permission, go to the Configuration
:
:* Details of each status are displayed when you click into a specific status.
:* Contact statuses are accessible from [[Global Settings]] > Organizations & Users >[[User & Contact Settings|User & Contact Settings]].
:* Use the '''Organization Statuses''' link to create a new status.
:* '''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.
:* '''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.''
:** '''Edit Field in Annotation Mode Roles''' - defines the roles that edit fields that have had annotations attached.
:** '''Open Record in Annotation Mode''' - defines the roles that can edit the entire record in annotation mode.
===Status and Level 1 Templates===
The final setting on this page controls the specific [[Template|templates]] for which the status is available. 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.
:** Select the language from the Language drop-down list.
:*: [[Image:Status-003.png|400px]]
:*
:** Enter the desired caption translation and save.
:** The relevant language caption will be displayed to users based on the language specified in their [[Personal Settings]].
==Button Options==
For each status you determine which of the "Save", "Save Draft" and "Save & New" buttons are available to the [[User|user]] with the '''Display Buttons''' setting mentioned above.
:** This button validates all fields in the record, ensuring that mandatory fields and formatting requirements are satisfied.
:** Clicking the Save button does not change the current status.
|-
||Save Draft
:** Save Draft saves the record, but performs NO validation.
:** This button should always be used in conjunction with at least the Submit button.
|-
||Save & New
||
:** The Save & New button validates all fields in the record, saves the item, then displays a new record.
|-
||Submit
:** ''Note that the label on the Submit button can be defined in the '''Caption''' section of the status page, so may appear with another name.''
'''Important:''' If a '''''Submit Button Script''''' has been defined the Submit button will run that function, and will '''NOT''' perform the tasks listed above.
|}
=Configuration - Advanced=
===Submit Button Script (Level 1 Only)===
:** You can optionally re-label the Submit button using the '''Caption''' setting and you can select an icon for the button.
For example, if your Browser Script contains a function called ''customsubmit'' you would put the following into the '''Submit Button Script''' section:
:*: [[Image:Bsf.png]]
The following sample [[JavaScript]] function will prompt the user to confirm if they want to submit the record.
:*
:*: [[Image:StatusTrigger.png]]
Which brings you to the Status Trigger page:
:*
:*: [[Image:StatusTrigger2.png|border|Level 1]]
||'''Level 2:'''<br />
:*
:*: [[Image:StatusTrigger3.png|border|Level 2]]
|}
So for the defined '''Type/Template''' any associated records that were at the status selected in '''Status Filter''' will be changed to the '''Set Status To''' status.
:** Any number of triggers can be created.
==Submit Logic==
:** This feature provides for the creation of any number of submission rules that control a submission process.
:** From Level 1 the submission rules can access any field at Level 1, account/contact fields, as well as aggregated fields at Level 2 and/or Level 3.
:** The Submit Logic feature is associated with a particular status. Associating the conditions with each status allows for different statuses to control sets of Submit Logic rules.
:** [[Level 1 Templates]]
:** [[Status Indicator]]