Create an Automatic Shell Status Update Setup
Multiple setups can be defined at the company level and then used to configure individual shells.
Note: You must have imported a shell attribute form that contains the uuu_au_setup_picker data element to be able to set up the automatic update of shell status.
To create a shell status update setup
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Workspace > Auto-update Status Setup. The Auto-Update Status Setup log opens.
- Click New. The Auto-update Status Setup window opens. There are three tabs: General, Settings, Schedule.
- In the General tab, enter a Setup Name, which displays in the log, and an optional Description.
- In the Settings tab, define the order of the non-active statuses and the status change query and trigger conditions. For details, see Choose the Order of Non-Active Statuses (Settings Tab) and Define Status Change Query and Trigger Conditions (Settings Tab).
- In the Schedule tab, you can schedule the shell status update. See Define Shell Status Update Schedule (Schedule Tab).
- After you have defined the setup, you must activate it to be able to apply it to a shell. See Activate or Deactivate an Auto-Update Status Setup.
Note: You must deactivate a setup to be able to modify it.
Last Published Thursday, December 14, 2023