Contents

Basic data

• Status traffic light

• Status types in Status types in ADMIN

Create columns in the result  

A column can be created in the result display for each status that was recorded in the master data.

There, an existing status (=Y) is shown with a green tick and a missing status (=N) is shown with an X.

Depending on the meaning of the status, an existing status can also be displayed with a warning triangle or a red X in contrast to the green tick.

This is controlled in ADMIN → STATUS TYPES → STATUS TYPES with the status traffic light:

RO	(Red)	Red X	Open
GE	(Yellow)	Orange warning triangle	Open
GR	(Green)	Green tick (default)

Changes in the status traffic light lead to...

ATTENTION: Changes in ADMIN → STATUS TYPES in the Status traffic light apply the following measures in the dashboard display:

• Change client, then select and confirm the burger menu directly under the Dashboard or tab heading

• Change client, then select Show saved search settings and select the appropriate search setting.

The statuses can also be included in the search.
The status field names always begin with a + sign.
One or more statuses can be searched for.

In the drop-down menu of the status search fields you can set whether you are looking for an existing or missing status.

• In addition, an OR function was stored (options or N and or J).

This makes it possible to run a chain of status searches that are not mutually exclusive.

Example in the Dashboard search

3 status fields are added in the dashboard search.

The search condition or N is stored in these 3 fields.

If the search is now carried out, all positions are listed in the result display for which one or more of the statuses searched for are missing.