Statuses feature

Statuses combine with workflows to automatically prompt actions and notifications to different teams across Activate.

1. Statuses
2. Configuration
3. Status types

Statuses

Statuses add different trackable states to content, especially for interactive content like amenities and reservations. You can even use them with QR codes to automatically change from one status to another.

• Example 1: When they submit a form for a building maintenance request, members receive a notification when the form is created, approved, cancelled, modified, rejected, or completed.
• Example 2: For an event, admins can approve or deny registrations in advance and use statuses to track how many people attended and how many cancelled.

Configuration

The first status is always created. Every other status you select below is one which you can move to from the created status. Click the blue plus to configure more statuses in the same way—it helps to map out the progression you want.

For example:

• Created > Cancelled
• Created > Approved > Arrived > Closed
• Created > Approved > Cancelled
• Created > Declined
  

Add as many as you need until the status moves to a closed, complete, cancelled, or other end state. This clears past registrations from the member’s list of interactions.

Security permissions control who can change a status. If you have an approval process in place for the interaction, then only authorized users can change a status from "Created" to "Approved" or "Declined". 

The options include:

• All - Anyone can change a status. Use this option for End User Check-in/out.

• GroupRole - A specific Group (Team) can change the status.

• Owner - The admin user who created this content item can change the status.

• Creator - The admin user who created this content item or the last person who updated it can change the status.

• Source - Anyone in the channel where the content item was created who has more permissions granted than a Workplace Member role can change the status. 

• Channel - anyone in this specific channel with more permissions granted than a Workplace Member role can change the status. 
  
  
  

Admins can manage the status of an interaction in a few ways. The Table tab of the content item is the main location you can find interactions. Here you can change the status of a single interaction or use the checkboxes to change the status of multiple interactions.

Status types

In general there are two types of statuses—open and closed. An open status should be something in progress or needs attention, and a closed status ends the interaction. 

Open Statuses: Created Accepted Approved Arrived Assigned Attending Confirmed In-progress Needs more Info On Hold Open Re-opened Resent Un-assigned Upcoming Waiting

Closed Statuses: Cancelled Complete Closed Declined Deleted Failed Not Attending Rejected

When a member submits an interaction, it's always in an open status. Once you move the status to a closed type, old interaction receipts disappear from the member's view.