Changes

=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.

|}

===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]]