Status settings control the configurable fields on a SmartSimple status record.
IN THIS ARTICLE
General Tab
| Field | Description |
|---|---|
| Status ID | Status ID is a unique internal system identifier used to reference the status. |
| Name | Name identifies the status. |
| Caption | Caption is the default display name for the status. |
| Display Order | Display Order is the sequence in which statuses appear in Status settings and drop-down menus. |
| Description | Description is used for optional comments or notes. It is visible only on the configuration page. |
| Status Group Name | Status Group Name groups multiple statuses under a single overarching status. This field applies to UTA/module statuses only. |
| Tooltip | Tooltip is the text displayed when the user hovers over the caption (used with the Status Indicator). This field applies to Level 1 statuses only. |
| Color Code | Color Code is the color assigned to represent each status. It appears in both list and detail views. Click the color palette button to open the color picker. |
| Lock On Status | Lock On Status locks the record, preventing changes until it is unlocked. |
| Is Default Status | Is Default Status indicates the default status assigned when creating a new record. |
| Is Default Copy Status | When a UTA/module record is copied, the new record adopts this status. If no status has this setting, the copied record retains the original status. This field applies to UTA/module statuses only. |
| Exclude from Status Indicator | Exclude from Status Indicator excludes this status from the Status Indicator Level 1 Standard field. |
Permissions and Availability Tab
Role Permissions
| Field | Description |
|---|---|
| Allow to Set Roles | Allow to Set Roles lists the roles authorized to assign this status. If no roles are specified, any user may assign any status. |
| Override Lock Roles | Override Lock Roles lists the roles exempt from the Lock On Status restriction. If Lock on Status is enabled with no Override Lock Roles defined, the record remains locked indefinitely. |
NOTE Any role with the UTA/Module Administrator Access can override the Lock on Status setting, regardless of what is defined in Override Lock Roles.
Availability
| Field | Description |
|---|---|
| Available Status | Available Status applies to Contact and Organization statuses only. Statuses listed here are selectable from this status. |
| Enabled on Record Types | Enabled on Record Types is available for UTA/module statuses only. This status is available for the record types listed. If no record types are defined, the status is available for all record types at this level. |
Annotation System Role Permissions
Annotation System Role Permissions are available for UTA/module statuses only. Roles assigned here have varying levels of access to Annotation Mode at this status.
| Field | Description |
|---|---|
| View Annotation Roles | View Annotation Roles are the roles permitted to view annotations on the object at this status. Annotation functionality is exclusive to UTA/module objects. |
| View and Create Annotation Roles | View and Create Annotation Roles are the roles authorized to both view and create annotations on the object at this status. |
| Edit Field in Annotation Mode Roles | Edit Field in Annotation Mode Roles are the roles permitted to edit fields with attached annotations. |
| Open Record in Annotation Mode | Open Record in Annotation Mode refers to the roles authorized to edit the entire record in annotation mode. |