Edit a Status Type

With the appropriate permissions, you can create and maintain status types. Status types can be edited individually or in bulk. Editing status types in bulk opens a list of the common fields for the selected status types. Selecting multiple status types of the same data type (for example, Number, Date, or Multi) offers more common fields for bulk changes. On the Bulk Change Status Types page, status types selected for bulk changes are listed at the top. These status types can still be selected or deselected for changes. Additionally, the current selection for all common fields appears, along with other options, and a checkbox to the left of each field is automatically selected when a bulk change is identified. Saving the page enacts your changes to all selected status types.

The Type column in the settings table indicates the types for which this attribute is appropriate.

To edit one or more status types

  1. In the main menu, click Setup and then click Status Types. The Status Types page opens.

  2. Take one of these actions.

    Status Type actions
    If you want to... Then...
    Edit one status type,

    On the status type row, click the (status type) name. The View Status Type: (status type) page opens.

    Edit more than one status type,

    1. On the left of that row, select the checkbox for all status types you want to edit.

    2. At the top, click Bulk Change. The Bulk Change Status Types page opens.

  3. Specify the settings for this status type. For more information, see Status Type Fields and Options.

  4. Click Save. The Status Types page re-opens.