Difference between revisions of "Cascading Status Changes"
From SmartWiki
| Line 2: | Line 2: | ||
==Example 1== | ==Example 1== | ||
| − | From a | + | From a {{l1}}, {{l2}}, {{l3}} or [[Transaction]] Status you can set up the following: |
* Add new Transaction Trigger | * Add new Transaction Trigger | ||
| − | * Type Filter – The | + | * Type Filter – The Level 2, Level 3 or Transaction type that you’re going to filter on to obtain items to update status |
* Status Filter – Once it finds the records that match the type, now it filters on the status, and any of those matches… | * Status Filter – Once it finds the records that match the type, now it filters on the status, and any of those matches… | ||
* Set Status To - xxx ''it will change the status to this status'' | * Set Status To - xxx ''it will change the status to this status'' | ||
| Line 12: | Line 12: | ||
==Example 2== | ==Example 2== | ||
| − | In a [[Universal Tracking Application]] if you have a Level 1 Template named ''ThisTemplate'', and there are many activities on that ticket of different statuses. You can set up the trigger to set '''all''' Level 2s to Complete status, regardless of what status they’re on: | + | In a [[Universal Tracking Application]] if you have a Level 1 Template named ''ThisTemplate'', and there are many activities on that ticket of different statuses. You can set up the trigger to set '''all''' Level 2s to "Complete" status, regardless of what status they’re on: |
* Add new Level 2 Trigger | * Add new Level 2 Trigger | ||
* Type To: All | * Type To: All | ||
Revision as of 14:20, 29 August 2013
A change in status at one level can update the status at the levels beneath it.
Example 1
From a Level 1, Level 2, Level 3 or Transaction Status you can set up the following:
- Add new Transaction Trigger
- Type Filter – The Level 2, Level 3 or Transaction type that you’re going to filter on to obtain items to update status
- Status Filter – Once it finds the records that match the type, now it filters on the status, and any of those matches…
- Set Status To - xxx it will change the status to this status
Example 2
In a Universal Tracking Application if you have a Level 1 Template named ThisTemplate, and there are many activities on that ticket of different statuses. You can set up the trigger to set all Level 2s to "Complete" status, regardless of what status they’re on:
- Add new Level 2 Trigger
- Type To: All
- Status Filter: All
- Set Status To: Complete
