0
edits
Changes
no edit summary
* '''Name''' - Display name for the '''Status'''.
* '''Display Order''' - The order that statuses are displayed in the '''Status''' combo box.
* '''Description''' - Any comments or notes you wish to include (these don't manifest anywhere but except on this page).
* '''Submit Button Status''' - This feature is used to present the user with a '''Submit''' button. You associate an additional status with this submit button. When the [[User|user]] clicks the '''Submit''' button the status of the record is changed to the selected status. This may trigger a [[Workflow|workflow]] or lock the item if the new status has the '''Lock on Status''' enabled. The '''Submit''' button will be displayed if a '''Status''' is selected in this section.
* '''Submit Button Label''' - Defines the label for the '''Submit''' button. If no Label label is provided the button will say '''Submit'''.* '''Submitted URL''' - When the '''Submit''' button is pressed at this status, instead of remaining on the view of the current record, the user will be redirected to the URL defined in this section. If no URL is entered the current record will stay in view.
* '''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 is saved or submitted.
* '''Is Copy Status''' (Level 2 & 3 only) -
* '''Display Buttons''' - Controls which buttons are available to the user for a record at this status (see [[#Display Button Options|Display Button Options]] below).
* '''Button Script Function''' (Level 1 only) - Allows you to define a function or script that is called when the '''Submit''' button is clicked.
::'''''Note:''' In order to use the Button Script Function you <u>must</u> select a '''Submit Button Status''' (and optionally label the Submit button using the '''Submit Button Label''' setting).''
::''However, the Submit button will '''NOT''' cause the status to be changed. Instead it runs the script/function defined here. This feature can be used to create a [[Custom Field Type: Special – Browser Script|Browser Script]] that will perform custom validation of the data on the page, and can then optionally change the status or execute the submit function as part of the script.''
* '''Roles That Override Lock''' - 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.''
* '''Roles that Can Set This Status''' - The specific [[Role|roles]] that can set the status. If you do not set a role, then any [[User|user]] can set any status.
==Save & Submit 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.
