Adding a Status

To add a status:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. 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
  3. Double-click the status list in the log. The Status Definition window opens.
  4. 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.

  5. In the Value field, enter a name for the new status.

    Use only alphanumeric and underscore (_) characters for the name; 20 characters maximum.

  6. To add another record status, click the Add button.
  7. When you are finished, click OK.

Last Published Monday, June 3, 2024