Creating user statuses
You can create user-defined statuses and status transitions for all user-defined business objects. This is also possible if the system business object does not have statuses by default.
Example:
You have created a user-defined business object, called Complaint (see Creating user-defined business objects). You require an extra status for it: Complaint withdrawn. This status is based on the system status Canceled.
You have created a user-defined business object, called Complaint (see Creating user-defined business objects). You require an extra status for it: Complaint withdrawn. This status is based on the system status Canceled.
Procedure
1. On the Business objects selection level, select the Orders business object - this is the highest level in the tree - and set it to Under construction.
2. Within the Orders tree, select the required system business object, in this example Requests.
3. Go to > .
4. Select the system status on which you want to base the new user-defined status. In this example this is the Canceled status.
 | If the business object is a subtype of the Orders business object, a user-defined status should always be related to a system status. |
5. Click the Add user status action.
Planon now creates a new status.
6. Complete the Code and System name fields.
| | As a best practice, do not use spaces when specifying the System name and statuses, instead use underscores. |
7. In the Icon field, select the required icon.
8. Click Save.
9. Enter the translated name for the status. This is the name end users will see.
You have now created a user-defined status. Next step is to define the possible status transitions for the user-defined business object. For more information on defining status transitions, see Defining user status transitions.
| | For more information on the Print form and Mail merge report fields, refer to Enabling automatic form printing. |