Creating, editing and deleting order states

You can create and use order states to track the progress of orders through your workflow. This article discusses how to create, edit and delete those order states. Order states are not available on all environments, but can be added from the LeadApp Store.

Creating order states

In your Admin account, with order states enabled:

1. Go to the Projects page.
2. Go to the Project List subpage.

3. To create a new order state, click the Create button.

The New Order State dialog will open:

4. Type a suitable Name for the new state.
5. Click to tick the Locked checkbox to create a state which agents cannot change.
6. Click to tick the Hidden from agents to create an order state which is not visible to agents, instead displaying only as Hidden.
7. Click the Save button.

Editing and deleting order states

This section covers how to change your available library of order states, not applying them to orders.

In your Admin account, with order states enabled:

1. Go to the Projects page.
2. Go to the Project List subpage.
3. If necessary, search for the state you wish to update.

To edit the order state:

1. Click the name of the state.
2. Update the details as required.
3. Click the Save button.

To delete an order state:

1. Click the icon to the right of the order state.
2. You will be asked to confirm the deletion. Click the OK button.

Deleting an order state will prevent that state being applied to any further orders. If you delete an order state that is currently attached to an order, it will not change the state of that order. The deleted state will remain on the order until the state of the order itself is updated.