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 Status Actions

Use

You can define the following actions for a status:

  • Notifications on the due date of a deadline

    The system sends this notification when the deadline that you specify for reaching the specific status has passed.

  • Notifications on the process flow of a processing period

    This reminder notification is sent in the background if the user responsible for processing a status object has not converted the status of the object for the defined due deadline or for the process flow of the set processing period to the subsequent status.

  • Notification

    The system sends a notification, which can be a manual notification or based on a notification template , when an object obtains the specific status.

In all cases, the notification receives a text that was either generated by the system ( Automatic Text Generation ) or generated manually by you ( Manual Text Generation ), that is you have the option of sending an automatic status action or a manual status action .

Prerequisites

You have created a status profile with several statuses. You have created a deadline action or a notification for the processing period for the status.

The object that you want to process is assigned to this status profile. The object currently has the status for which a deadline action or a notification for the processing period was created.