Status

<< Click to Display Table of Contents >>

RayFlow > 7.4 u1 > User and Administration Guide > Configuration 

Status

Status defines the current state of a task within a phase. The status configuration page of RayFlow allows its users to define different statuses a task can hold within their RayFlow project. Depending upon the workflow definition a change of the status of a task in a particular phase is an event which triggers a certain action, e.g., user assignment, deletion of task, etc.

 

Status Configuration Dropdown

 

Status Types

 

Primarily a status can be of one of the following types:

 

Open: Task is currently not assigned to any user.

Active: Task is assigned and is being worked upon.

Delete: Task is deleted from the workflow.

Finished: Task has been completed.

 

Using the aforementioned status types a user can define a custom status for their workflow, e.g., Rejected, Charged, Ready to charge. Because of the fact that movement of a task is regulated by a change in its status, definition of statuses is one of the primary steps in project configuration.

 

clip0089

 

Creating a New Status

Click on the Create new status icon to add a new status.

 

clip0094

 

This will open create new status dialog

 

clip0091

 

Specify the properties of the new status:

 

Name: Name of the status

Description: Brief description of the status

Type: Select the type of the status. Status types were defined here previously.

 

clip0095

 

Order: Order number of the status

Use Default image: Selecting the default image will use a native image for the status. A user can also upload a custom icon image for the status. Deselect the Use default image checkbox to use a custom icon. This will show the image upload option. Recommended icon size is 43x43pixels.

 

clip0096

 

Finalize the creation of the new status by clicking on the “Save” icon.

 

Editing a Status

Click on the Edit Status icon to edit an existing status in the status list. The status property fields will be available in the edit mode. Click on the Save icon to save the changes made. Click on the Cancel icon to discard the changes.

 

clip0093

 

Deleting a Status

A status can be deleted by clicking on Delete Status icon for the selected status. Please note, that no confirmation is shown after clicking on this icon and this will permanently delete the status. Also, if the target status is in use within the events and actions definition, an exception error will be shown.

 

delstatus