Statuses in Your Workflow

Some or all functionality described in this article is currently unavailable. We are working to restore it. For details, see Known System Limitations.

Including statuses in your workflow allows you to set a specified status as a workflow icon that will light up when your record is placed in that status.

To view a list of all workflow customization options, see the article Understanding Workflow System Settings.

Statuses

Including [Status:___] in your workflow system settings will add an icon on your records that is triggered when a record is placed in a specified status, where ____ represents your defined status. (i.e. [Status:Offer Pending]).

• Additional values represented by ____ need to be added to the corresponding entities Field Mappings within the Status value list.
• If the record was once in the specified status but is not any longer, the workflow icon will remain lit up. For example, if your workflow icon triggers when a candidate is in a status of Interviewing and you move them from that status to a new one, the workflow icon for Interviewing will remain lit.

[Status:____] is available for the following entities:

• Candidates - Using the candidateWorkFlowSteps system setting.
• Companies - Using the clientCorporationWorkFlowSteps system setting.
• Contacts - Using the clientContactWorkFlowSteps system setting.
• Jobs - Using the jobPostingWorkFlowSteps system setting.
• Leads - Using the leadWorkflowSteps system setting.
• Opportunities - Using the opportunityWorkflowSteps system setting.

In System Settings	On Records