Statuses¶
Statuses are used throughout Gem Logic to track the progress of records such as orders, products, contacts, tasks, projects, supplier orders, … Each type of record has its own set of statuses that can be customized to fit your workflow.
Statuses are displayed as colored badges on records and can be changed by clicking the badge and selecting a new status from the dropdown. They also serve as columns in the Kanban view, where records can be visually organized by their current status.
How statuses work¶
Every status in Gem Logic has the following properties:
Name: the display name of the status (e.g. “Created”, “Delivered”).
Status code: an internal identifier, auto-generated from the name if not set.
Background color and Text color: define the appearance of the status badge.
Ordering: determines the position of the status in dropdown lists and Kanban columns.
Editable: whether the user can rename the status.
Deletable: whether the user can delete the status. A status that is currently assigned to one or more records cannot be deleted.
Hide objects in kanban: when enabled, records with this status are hidden from the Kanban board.
Alert after x days: optionally triggers an alert if a record stays in this status for longer than the specified number of days.
Changing a status¶
To change the status of a record, click on the status badge displayed on the record. A dropdown will appear listing all available statuses. Select the desired status and the record will be updated immediately.
When a status is changed, a message is automatically logged in the record’s Chatter indicating the previous and new status, along with the user who made the change. This provides a full audit trail of status changes.
You can also clear a status by selecting the clear option in the status dropdown.
Default statuses¶
Gem Logic automatically creates default statuses for several record types when the system is first set up. These default statuses cannot be renamed, but additional custom statuses can be added.
Adding custom statuses¶
Custom statuses can be added from any record’s status dropdown by typing a new status name and confirming. You can set the background color, text color, and ordering when creating a new status.
Custom statuses can later be edited to change their name, colors, ordering, and alert settings.
Kanban view¶
The Kanban view uses statuses as columns. Each column represents a status, and records are displayed as cards within their corresponding column.
Columns can be collapsed by clicking the collapse icon on the column header. This is a per-user setting, so each user can customize which columns are visible.
If a status has the Hide objects in kanban option enabled, records with that status will not appear in the Kanban view.
Mass status change¶
For products, Gem Logic supports mass status changes, allowing you to change the status of all products from one status to another in a single action. This is useful when managing large inventories.