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Set the default status for the Create screen


With a previous KaiNexus update, we made it possible for users to create new items and decide which status they should be added as directly from the Create screen.

With this latest update, we’ve enabled you to set the default status for each template - you can choose between New, Planned, Active, and Deferred.
Setting the default status for a template means that when someone creates a new item of that type, the “Status” option will be automatically set to your selection. Users will still have final say over whether that’s the status they want the item to be created as.

NOTE: If you set the default status for an Improvement as Active, but a user does not have permission to assign it, that status option will still be unavailable.

Reach out to your Customer Experience Lead to take advantage of this new feature.

 

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