Statuses

A status shows where a record is in its process — it's one of the basic fields every record carries. Boost.space has two kinds — system statuses and custom statuses — and both can drive automation. Because a status is structured state (not free text), it's also something agents and filters can rely on.

System statuses

System statuses are predefined and carry built-in behavior — for example Active · Done · Cancelled · Archive. A record marked Done is complete and stops showing as pending; an Archive record is out of the way but not deleted.

Custom statuses

Custom statuses are set per space and inherit behavior from a system status, so you can build your own flow (for example Pending approval or Checked).

To create one:

  1. Open the module that offers system statuses.
  2. Select the space, click Edit, and choose Add in the statuses section.
  3. Give it a name and select a parent system status.
  4. Optionally pick an icon and color.
  5. Save.
Creating a custom status

Drive automation with statuses

Link statuses to actions and triggers to automate processes and notifications:

  1. Give the automation a name, module, and trigger.

    Defining an automation
  2. Check whether a record's status changed to the target status.

  3. If it matches, run an action — for example, email a designated person.

    Linking a status to an action

For the full setup, see Actions and triggers.