Your statuses can automatically change when certain actions occur. This lets you simplify the administration of your matter!
Ensure that you have added a status column and statuses to your list.
Select the status button in a row and click on the arrow.
Click on 'edit statuses'.
Scroll to the bottom of the list and select 'set automatic actions'.
If you have used a set status workflow, automatic actions may already be applied.
You can change automatic actions for set status workflows or create these from scratch if you are using a blank workflow.
Statuses can be applied automatically in four instances - when new rows are added, when files are uploaded, when approval checkboxes are all ticked and when these checkboxes become unticked or a file changes.
To switch off any of these automatic actions, select or deselect using the button beside each action on the left.
To apply a status to an action, click on the status button on the right and select from your set statuses.
Press 'save' to make your changes live. In the case below, when a new row is added to a list, it will automatically be assigned the 'to be approved' status.
If you have any questions about setting automatic actions for statuses, please email us at support@legatics.com.