What is the System Wide Master States editor?
The System Wide Master States editor allows you to define States in order to be used in defining the lifecycle of different Record Types. TopTeam maintains a Master list for all defined States that are used throughout the system.
You can access this editor from Administration > Configure Record Type States & Workflow > Define System-wide Master States. Refer to the image below.
System Wide Master States editor
When to use it?
In order to review the Master list and determine if the default Master States need to be modified, use the System Wide Master States editor. This editor allows you to add, delete and rename States, and to specify if each State should be considered as “Open” or “Closed”.
