Statuses
For a document, all possible states from the states directory can be added.
A state is a characteristic of a document that reflects the results of its progress through a defined processing stage. Changing the document's state occurs when it goes through one of the processing stages.
For each state, document deletion can be allowed by activating the "Allow document deletion in this state" checkbox located above the action adding block.
The administrator can change the initial state within the document type. To do this, the required state needs to be activated, and then the "Make initial" button needs to be clicked.
After this action, the selected state becomes the initial state - all documents created for this type will have the initial state.
For each state, actions can be configured that trigger transitions to the next state, document registration, or other custom actions. To add an action, the necessary state needs to be activated, and then the "Add" button needs to be clicked.
In the form that appears, the fields provided in the table need to be filled out, and then the "Add action" button needs to be clicked.
| Field Name | Description |
|---|---|
| Action Code | Unique identifier for this action. Cannot be repeated within one state. |
| Name | Display name of this action. |
| Action Type | Selection of one of the action types:
|
| Go to State | Selection of one of the available states to transition to when performing this action, configured in the document type (if the action type "Transition" is chosen). |
| Dialog Type | Selection of one of the confirmation options for performing the action:
|
| Allow for Roles | Granting access to perform this action to roles that are activated (configured) in the document type. |
The administrator can edit, delete, or change the order of created actions. To do this, the corresponding buttons in the actions registry are used.
