Activating / Deactivating a Status

When you add a new status, it automatically becomes active. Deactivating a Line Item or Asset Status prevents it from appearing as a selection on a list, but does not affect a status that has already been assigned to a workflow or asset already in use. Deactivating a Record Status affects a status if the user updates an existing business process record and requires the user to select a different status. (Inactive Record Statuses are not displayed to users when they create records.)

To activate or deactivate a status:

  1. Open the Status Definition window and click the Data Set tab.
  2. Highlight the status on the list. When you double-click the status, a pulldown menu appears.
  3. Click the down arrow of the pulldown menu and select Inactive or Active.
  4. Click OK.

You can also activate and deactivate a Record Status on the Statuses tab during creation or update of a shell template or business process.


Last Published Monday, June 3, 2024