Overview
You can define system-wide states for the record types. These states are defined at the system-wide level. After defining, you can add desired states to different record types. For information on how to add states to record types, refer to the article Configuring Record Type States.
In this article, you’ll learn how to define system-wide states for record types.
You can also define system-wide states using the Desktop App. For more information, click here.
Who should read this?
- TopTeam Administrators
Step 1. Go to System Administration
Step 2. Click Define System-Wide States
Alternatively, you can open Define System-Wide States from the How Do I? screen.
Step 3. Click New State to define a new state
Step 4. Specify a name and other details for the state
The system-wide state has been defined.
See Also
Configuring Record Type States