After deciding on your new Procedural flow you can create (or edit) your Procedural Statuses.
Create a new Procedural Status
1.Go to Database menu > Other Files.
2.Type 'status' into the Other field and press Enter on your keyboard.
3.A list of all the Procedural Statuses will appear. Select Object: Procedural Status (or the Activity Procedural Status that you want).
4.Click OK.
5.The Procedural Status window will open. Give the new Procedural Status a Name and a Description.
6.Tick any checkboxes that are relevant:
This is a starting status in the procedure |
If checked, the Procedural Status will be available when creating new records. |
This is a cancellation status |
If checked, the Procedural Status will cancel the Object or Activity and bring up a list of tasks to be cancelled. |
This is a completion status |
If checked, the Procedural Status will be the last option for the record. This makes objects in an activity record available for other Activities to use (e.g. exhibition has closed status, those objects can be used in another exhibition). |
This status can be repeated |
If checked, the Procedural Status can be used more than once in a record's lifecycle. |
Protect records when they reach this status |
If checked, records with this Procedural Status can not be updated or changed. |
7.In the Next Status field, record the Procedural Status(es) that should be available after your status.
8.You can add any Conditions, Reports, Actions, Tasks or Messages that you want.
9.Save the record.
10. Go to the Search bar and type in the name of the Procedural Status that comes before your new Procedural Status.
11. Add the Procedural Status you just created to the Next Status field.
12. Save the record.
