FAQs in this section
What is a closed state?
What is the importance of closed states?
How do I identify a closed state?
I see a message on a record that asks me to reopen the record. What does it mean?
How do I configure closed states for a module?
I am not able to use closed states. What might be the reason?
How do I enable the Closed States module?
Are closed states pre-configured for a module?
Can I select the default status that a record must be set to when I reopen it?
How do I close a record?
How do I reopen a closed record?
Who can reopen a closed record?
Can I provide reopen access to non-admin users?
How do I provide permission to reopen records to a profile?
What actions can I perform on closed records?
How do I enable linking to closed records?
How do I link records to a closed record?
How do I enable a duplicate check on closed records?
What are the ways of checking for duplicates on closed records?
Can I check for duplicates on closed records using the Find Duplicates module?
Can I configure closed states in all Vtiger modules?
How many closed states can I have in a module?
What actions are restricted on closed records?
Table of Contents
You cannot perform the following actions on closed records in a module:
- Mass edit (from the List View)
- Field-level edit (from the Deep Dive View)
- Update (through actions such as edit, import merge, etc.)
A closed record cannot be modified by any means except in the following three cases:
- A change in payment status updates Invoices and Purchase Orders even when they are closed.
- The Qty. in Stock field of a closed product is updated when you use the product as a line item in an Inventory module such as Invoices, Purchase Orders, etc. This is done by means of workflows.
- Workflows can update records even when they are closed.
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