Centralization and synchronization platform, where you can organize and manage your data. offers two types of Create statuses for each module separately to create an ideal environment for efficient and consistent work.: system statuses and custom statuses. These statuses can be used in conjunction with Define your own conditions for triggering an automated action. The trigger is followed by one or more actions. Using this feature you can prepare user-defined notifications, send emails or use webhooks to start complex automations. to automate processes and notifications within the system.
System statuses are predefined and have specific functions linked to them. For example, if the Create statuses for each module separately to create an ideal environment for efficient and consistent work. in the Purchases The module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) is “cancelled” the stock The module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) do not count on the goods from the purchase to arrive. In the One of the modules of the Boost.space system. In this module, you can easily manage your business tasks., if the status is “done” it is clearly marked as completed and does not appear as pending in other modules.
Examples of Predefined System Statuses
- Tasks module – Active | Work in progress | Done | Archive
- Module Orders – Active | Cancelled | Done | Archive
- Purchases module – Created | Cancelled | Confirmed | Deposit paid | Paid | Received | Sorted
- Offers module – Active | Lost | Won | Archive
Custom statuses can be set at the individual Subunits are created within modules to maintain organization and clarity, even with large amounts of data. level and inherit functionalities from system statuses. They allow you to create specific flows and progress indicators. For example, you can have custom statuses like “pending approval” or “checked.”
Creating Custom Statuses
- Go to the module or add-on that offers system statuses.
- Select the desired space, click on “Edit” and choose “Add” in the statuses section.
- Provide a name and select a parent status from the system statuses.
- Optionally, choose an icon and color for the custom status.
- Save the changes.
Linking Statuses with Actions and Triggers in Settings
After adding new automation, you can link statuses with actions and triggers to trigger automated processes and notifications.
- Specify a name, module, and trigger for the automation.
- Check if a record’s status in space has changed to the selected status.
- If the criteria are met, you can trigger an action, such as sending an email to a designated person.
For more detailed information on working with actions and triggers, refer to the specific article in the Boost.space documentation.
Statuses in Boost.space are essential for tracking and managing tasks, projects, and processes. System statuses have predefined functions, while custom statuses offer flexibility for specific workflows. By linking statuses with actions and triggers, you can automate notifications and processes, enhancing productivity and efficiency in Boost.space.