Jadu CXM: Create Statuses

A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. A case can be in only one status at a given point in time.

For additional information on Statuses, see Identify Statuses (Workbook).

Creating a new status

1. Open your case type in CXM.
2. Click the Statuses tab.
   
3. Click New Status to fill out the fields
   • Name: Displays as the status description. This information shows in the status tag.
   • Type:
     • Initial: The starting state in CXM.
       • Initial status allows CXM to create the case to store data.
       • You can only use one Initial status because each CXM case can only be created once.
       • The CXM case stays in Initial status until another action occurs.
     • Normal: All the different statuses that a form can have between the initial and final states.
     • Final: This is the ending state in CXM and closes the case. It is possible to have more than one status that closes a case.
   • Label color: Determines the color of the status tag when viewing the list of cases. Suggested colors:
     • Light Gray: No Actions Required
     • Blue: Basic Information
     • Green: Positive Action/Result (Ex: Success or Completion)
     • Yellow: Warning or Use Caution
     • Red: Negative Action/Result, Error
4. Click Save.