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Creating a submission status lookup list

As users process submissions, they can set the Status property of each one to a value they select from a list of standard values. Setting the Status property is optional. If your organization decided to not use the Status property for tracking submissions, then you do not need to perform this procedure. But if you decide to use the Status property, before users can set the property, the lookup list must be created and assigned to the correct property.

To create a submission status lookup list:

  1. In Configurator, create a lookup list of the possible values as described in theBlueCielo Meridian Enterprise Configuration Guide. You can give the lookup list any name that you want, for example, SubmissionStatus.
  2. Select the SubmissionPropertySet.Status property in the configuration tree. Its General page appears in the right pane.
  3. Click the Edit button to modify the property definition. The page becomes editable.
  4. Select the Enable for scripting check box. Additional options appear.
  5. Click Apply. The tabs Validation and Assignment appear.
  6. Click the Validation tab. The Validation options appear.
  7. Select the Select a value from check box. Its options are enabled.
  8. Select This lookup list. Its controls are enabled.
  9. Select the lookup list name that you created in step 1 from the list.
  10. Click OK to save your changes.

Note    The Set Status button on the toolbar in PowerUser is only enabled when the lookup list is correctly configured.

Related concepts

Creating the vault objects

Related tasks

Creating a transmittal or submittal document type

Creating a transmittal template

Creating a transmittal sheet report definition


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