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Adding & hiding statuses in any module
Adding & hiding statuses in any module
Updated over 7 months ago

Zigaflow has plenty of 'spare' statuses in each module, which you can rename, set to a specific colour, allow the data to be editable, and move to any position in the workflow.

Note that when you create a new Q, Job/Sales Order, etc., it will always start in the default status. You can use an automation to change this.

1. Click on the Cog

2. Click "Workflows & Statuses"

3. Click on the module to edit

4. Click "Edit"

5. Change the description of a status

6. Make it visible (or not visible depending on your requirements

7. Optionally, make data editable in this status

8. Click "Save Changes"

9. Drag-and-drop the status to the required place in the sequence

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