Status trigger

From RPM Wiki

Table of contents
1 Summary
2 Details
3 Security

3.1 Staff users
3.2 Agent users
3.3 Modules

4 Adding a status trigger
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Summary

In process management automatically change the status of a form when a certain field is filed in. This status change can cause actions to be created and participants to be added by using global actions.

  • Example: Setup quotes to automatically be set to the status "Preparing for agent" when a user fills in the "Date received" field.
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Details

  • The status trigger is only fired the first time a field is filled in. Subsequent modifications, even if the fields is cleared, do not fire the trigger. This includes checking additional options in a multi-select list.
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Security

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Staff users

  • Adding, editing, and deleting status triggers requires the "Add, edit, delete process templates" privilege.
  • Causing a status trigger to be used requires having access to the appropriate field in a form.
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Agent users

  • Status trigger setup is hidden from agent users.
  • Causing a status trigger to be used requires having access to the appropriate field in a form.
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Modules

  • The status trigger requires the "Process management" module.
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Adding a status trigger

On the process template details page click "Status triggers" then "Add a status trigger".

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  • This page was last modified 18:56, 17 Apr 2007.
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