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Status

Status holds status codes with the screens they belong to.

Where
Organizational Structure › General (OSSA)
Who uses it
The implementation consultant or the system administrator
When
Once, while the company is being set up, and whenever a new one is needed
Needs first
Nothing

What it is for​

The rule people get wrong: no Businessflo screen picks from this list today. Keep it empty unless a screen starts using it.

Every field in plain words​

General​

FieldWhat it meansWhat to put
StatusThe status code.Typed on New.
NameIts name.Free text.
BlockStops the status from being used.Tick to block. A blocked record drops out of the pick lists other screens use.

Basic Data​

ColumnWhat it meansWhat to put
Process CodeA screen the status belongs to.Optional. Pick from the list.

How to configure it​

Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to​

If something looks wrong​

  • Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.