All projects in SiteCapture have a group of statuses that can be set as a project is worked on. Statuses are essential for keeping projects organized based on their completion.
Table of Contents
- Changing Statuses in the Web App
- View, Search & Sort by Status
- Workflow States
- How to Configure Workflow States
Changing Statuses in the Web App
Managers and Portal Admins have the ability to change the status to "Complete" or any other status, regardless if the required fields are filled in. Click on the status drop down and select the status.
View, Search & Sort by Status
1. When a user changes the status of a project, the date and time is recorded in the "Updated" column. This column can be sorted by clicking on Updated.
2. You also have the ability to search by the status update in Advanced Search.
Workflow States
Each project status has an attached workflow state. The workflow state determines how a status change will effect a project.
Workflow State Reference
The table below outlines the behaviors associated with each workflow state. For each state, it shows whether it:
- Enforces required fields for field users and vendor roles
- Is set to Read-Only
- Triggers notifications when marked Complete
- Triggers notifications when marked Cancel
- Is automatically set when the user clicks Yes on the completion prompt
-
Hides the project from the mobile user view when the Hide completed projects admin setting is:
- Enabled (checked)
- Disabled (unchecked)
- Hides the project from the web app view
Use this table as a quick reference to understand how each workflow state behaves across different system settings and actions.
- Any user with a role that permits them access to all projects can always edit a project, even if it has been marked read-only.
How to Configure Workflow States
1. Set the work states by going to the template editor and adding or editing a status.
2. The trigger for email notifications must be set in the workflow types along with the prompt to complete and tag on complete.
3. This is what the prompt to complete looks like in the mobile app.
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