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Default Visit status

Hello,

Can you default a status of the visit object without any development?

If yes, where can you find this in the configuration?

E.g. When you create a visit it has 'status = In progress' instead of 'open'

Thanks,

Regards,

Arian

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2 Answers

  • Best Answer
    May 29, 2017 at 07:35 PM

    Hello Arian,

    As mentioned by Gabriel, it is not possible to maintain status schemas for visits and configure a default status. However, you could create a workflow that has the same result:

    • Busines Object: Visit
    • Timing: On Create Only
    • Conditions: none
    • Rule Type: Action
    • Select Action: Process

    Regards,

    Kai Reese

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  • May 29, 2017 at 05:43 PM

    Hello Arian,

    As far as I know this is current not possible. With the system standard features there is no way to configure this.

    Thanks and Regards

    Gabriel Brage

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