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Setting up Status

A Business Portals process can be managed through a status. A status allows multiple processes to occur and serves as an indicator of the process' progress.

Creating a New Status

To create a new status, follow the following steps:

  1. In the Business Portals role center page, click on the Portal Setup in the ribbon bar.
  2. Navigate to the Status.
  3. Enter a Code for the status.
  4. Click on the Caption field to open the Caption List and choose or create a new caption for the status.
  5. The description field can be filled with a brief description of the status. This field will only be visible to the Business Central user.
Field Description
Created Marks the status as a created status (first status).
Finish Marks the status as a finish status (last status).
Cancel Marks the status as a cancel status, which will be triggered if a process is canceled.
Intern only Marks the status as an intern only status, this status will not be shown in the web portal or the mobile app, this status will only be shown for the Business Central users.
Notification Marks the status to be able to send notification for mobile app users.

Executing a Codeunit

When a status change occurs, a custom codeunit can be executed in the background concurrently with the status change. This opens up additional possibilities, such as creating an order or quote in Business Central etc.

To utilize this function, a custom codeunit needs to be prepared beforehand. Provided a custom codeunit was already prepared, follow the following steps:

  1. Create or choose an existing status.
  2. In the ID field, use the lookup function to look for the codeunit, or enter the codeunit id.
  3. If the codeunit is capable of performing multiple tasks, the Parameter field can be used to select the specific function to be executed alongside the status change.

Sending an App Notification

A status change can also be significant for the Business Portals app user. It is possible to send an app notification alongside the status change to keep the user informed.

To utilize this function, an app notification needs to be created beforehand. Provided an app notification was already created, follow the following steps:

  1. Create or choose an existing status.
  2. Enable the Notification checkmark. This option needs to be turned on to allow the notification to be send.
  3. In the Notification Code field choose the app notification.

Warning

A notification can only be send, if it is not an Intern only status.

See also