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This article applies to:

  • Product: ONESOURCE DataFlow

Add a status template

To create a status template:
  1. Sign in to ONESOURCE DataFlow.
  2. Select
    Setup
    , then
    Status Templates
    .
  3. Select
    Add Template
    .
  4. Enter a
    Status Template Name
     on the
    Status Management
     screen.
  5. Select
    Add Status
     to create more statuses. Each new status template has default names and colors, which you can modify as needed.
  6. Set 1 status as the
    Default Status
    . This is the status of the request when it is first created.
    note
    The default status can't be the same as the
    Complete Status
    .
  7. Set 1 status as the
    Complete Status
    . This status makes the DataFlow request read-only.
    note
    The complete status can't be the same as the
    Default Status
    .
  8. Select
    Assign
     to assign users or groups to this status.
    1. Permission to Edit
      : Users or groups can edit requests for this status.
    2. Can Change to
      : Users or groups can change statuses on requests. Users will only see statuses they are authorized to change to in the Change Status list for a request using this template.
  9. note
    Roll Forward in Progress
    : This is a system status. You can adjust its color coding.
    Error Status
    : This is a system status. Assign a user authorized to move the request out of an error state. Without this, the request can't be resubmitted or acted upon until resolved.
  10. Select
    Save
    .