Status Processes
Linking a Process Template to a Status
Overview
Each process template can be linked to one or more statuses. In this way, when a contact's or project's status changes the software can add milestones from the linked template(s) to that contact or project.
Note that a template may be linked to more than one status, and a given status may be tied to more than one template.
When a user changes a contact or project status, and that status is tied to one or more templates, they are presented with a dialog asking if they'd like to apply the template's milestones to the project.
Learn more about all this here: Milestone Templates
Transactional Process
Like all editing in SeedCodeComplete13. Changes to status for Contacts and Projects are done in a modal edit mode. There is an On Save script trigger on the status fields:
These scripts uses ExecuteSQL to look up the associated milestones and loads them into an array.
When the changes to the Contact or Project are complete and Save is pressed a sub-script is run called:
This script checks for the global variable created by the script trigger and asks the user if the associated milestones should be added to the project or contact.
