Smartstaff, administrator
3,320
edits
Changes
m
minor text changes
==Overview==
Statuses represent a core concept within the SmartSimple platform. Each status represents the '''state''' of the related object. Statuses can be defined with the Universal Tracking application for all the types of objects that you create; Level 1 objects and Level 2 and Level 3 activities. You can also used use statuses with both contacts and organizations. This article concentrates on the use of Statuses for the Universal Tracking Application but the same logic applies to contact and organization statuses.
==Creating UTA Statuses==
To work with statuses within a UTA you need the Manager Permission for that UTA. If you have this permission then , go to the '''Configuration Settings'''on the UTA, choose the Level 1, or Level 2 setting pages provides access tab, and then click on the statusesStatuses link.
[[Image:status-001.png|400px]]
* Details of each status are displayed when you click into a specific status.
==Organization/Contact Statuses==
*Contact statuses are accessible from [[Global Settings]] > Organizations & Users >[[User & Contact Settings]].
*Use the '''Organization Statuses''' link to create a new status.
==Referencing Statues as value==
See '''[[Submit Logic]]''' for detailed instructions.
==Status Settings==
Each status has the following settings:
===General Tab===
* '''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). This is only available on level one statuses.
* '''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:''' Description only manifest manifests on 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 Status''' - Determines the default status to be selected when the item a new record is saved or submittedcreated.
* '''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===
* '''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.''
===Annotation Settings===
*'''View Annotation Roles''' - defines the roles that can view annotations that have been added to the object at this status (annotation is only available for UTA objects).
*'''View and Create Annotation Roles'''- defines the roles that can view and create annotations that have been added to the object at this status.
*'''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 pave 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.
==Translation Options==
* When a user, with this language configured against their [[Personal Settings]], accesses the system they will see the status labelled using the relevant language caption.
==Button Options==
If you would like to define a custom script that runs when a record is saved or submitted you can use '''[[savefunc]]'''.
==Status Availability==
* Any number of triggers can be created.
==Submit Logic==