Creating Agenda Item Status Types - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Configuration/Configuring-Agenda-Items/Agenda-Item-Status-Types/Creating-Agenda-Item-Status-Types - 2022-08-18

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

To create agenda item status types:

  1. On the Administration tab, from the Agenda Item section, click Status Types. The Agenda Item Status Types layout displays:
  2. On the Administration tab, click New. The New Agenda Item Status Type dialog box displays:
  3. In the Name field, type a name for the agenda item status type.
  4. From the Small Icon drop-down list, select an icon from the SYS System Bitmaps Document Type that will correspond to the agenda item status type.
  5. To make this status the default status of new agenda items, select Default Status.
    Note:

    Only one Agenda Item Status Type can be designated the default status using the Default Status check box.

  6. To make this status read-only, select Read Only. Any agenda item that is placed in this status can only be edited by an administrator or a user with Edit/Read Only rights.
    Note:

    If an agenda item status is designated as the default status, you cannot set the read only option for this agenda item status type.

  7. Click Save. The agenda item status type is added to the Agenda Item Status Types pane. Take note of the Status Type ID. This ID will be used when setting the status of an agenda item in Workflow.
    Note:

    If an agenda item status type has not already been designated as the default status, the newly created agenda item status type is designated as the default status.