To add a status:
- Click the Company Workspace tab and switch to Administration Mode.
- In the left Navigator, click Data Structure Setup > Statuses. Under Statuses, choose:
- Record Statuses to add statuses for records
- Line Item Statuses to add statuses for line items
- Asset Statuses to add statuses for assets
- Double-click the status list in the log. The Status Definition window opens.
- Click the Data Set tab, and at the bottom of the window, click the Add button.
uDesigner adds a row with a text box in the Value field.
- In the Value field, enter a name for the new status.
Use only alphanumeric and underscore (_) characters for the name; 20 characters maximum.
- To add another record status, click the Add button.
- When you are finished, click OK.