What are Status Transitions

Status Transitions are used to ensure the transition of the Status of an Entity is logical. The allowed transitions depend on conditions that include the initial and destination Status values, the entity Type and the User or Unit modifying the Status.

Allowed Status Transitions are configured at the Entity Type level and they are used as validations during the creation (NEW) or modification (EDIT) of the Entity

• Activity Types
• Job Types
• Service Requests Types
• Lead Types AVAILABLE FROM CRM.COM R11.1.0
  
  

Entity Status Transitions

When Status Transitions are defined, the following logic will be applied in the System whenever Statuses are loaded:

• The transition having the 'initial' entity Status is retrieved.
  
  • If the Status Transition includes Allowed Organisational Units restrictions, then the destination Statuses which are allowed based on the information of the logged-in User are retrieved.
• The Allowed Statuses are made available in the Status selection.

If there are no Status Transitions, then all Allowed entity Type Statuses are made available.