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Document Status

Alex Hom avatar
Written by Alex Hom
Updated over 2 months ago

Documents are always display a status. Statuses can be configured for document types (see how to create Statuses).

  1. Click on the Status component

  2. Select a Status to change to

    1. Users can also search for the name of a Status

โš ๏ธ Important


  • Jobs can NOT be changed to Completed status if there are residing Tasks that are not in a Completed status

Status Failed to Update

If you are met with a dialog for "Status Failed to Update" , this means that there is a transition rule set on the status that prevented the change. See Transition Rules for more information.

This dialog shows the initial status and the status changed attempted as well as why the status failed to update.

"Fields Impacting Success Criteria"

This area of the dialog will display the fields that affected by the transition rules.

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