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Process manager

Action Set status

You can change the status of a data set in a process automatically.
By clicking the action “Set status” the following mask appears:

The following input options are available here:

  • Type
    Here you define what type of records you are dealing with: “Property” or “contact”
  • Status
    Here please enter the new status that the contact / property should receive.

Notice:

Special case: Archive published properties / set to inactive: 
If a property is published in a portal, the status cannot be archived or set to inactive (or to a state corresponding to archived or inactive). 
In this case, the automatic process step is converted into a manual one. 
The step appears in the process owner’s process list with a hint icon.