Introduction

Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. More offers two types of statusesCreate statuses for each module separately to create an ideal environment for efficient and consistent work. More: system statuses and custom statuses. These statuses can be used in conjunction with actions and triggersDefine your own conditions for triggering an automated action. The trigger is followed by one or more actions. Using this feature you can prepare user-defined notifications, send emails or use webhooks to start complex automations. More to automate processes and notifications within the system.

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System Statuses

System statuses are predefined and have specific functionsFunctions you can use in Boost.space Integrator - create, update, delete, get, search. linked to them. For example, if the statusCreate statuses for each module separately to create an ideal environment for efficient and consistent work. More in the Purchases moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More is “cancelled” the stock modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More do not count on the goods from the purchase to arrive. In the Tasks moduleOne of the modules of the Boost.space system. In this module, you can easily manage your business tasks., if the status is “done” it is clearly marked as completed and does not appear as pending in other modules.

Examples of Predefined System Statuses

• Tasks module – Active | Work in progress | Done | Archive
• Module Orders – Active | Cancelled | Done | Archive
• Purchases module – Created | Cancelled | Confirmed | Deposit paid | Paid | Received | Sorted
• Offers module – Active | Lost | Won | Archive

Custom Statuses

Custom statuses can be set at the individual spaceSubunits are created within modules to maintain organization and clarity, even with large amounts of data. More level and inherit functionalities from system statuses. They allow you to create specific flows and progress indicators. For example, you can have custom statuses like “pending approval” or “checked.”

Creating Custom Statuses

1. Go to the module or add-on that offers system statuses.
2. Select the desired space, click on “Edit” and choose “Add” in the statuses section.
3. Provide a name and select a parent status from the system statuses.
4. Optionally, choose an icon and color for the custom status.
5. Save the changes.

Linking Statuses with Actions and TriggersEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... in Settings

After adding new automation, you can link statuses with actions and triggers to triggerEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... automated processes and notifications.

1. Specify a name, module, and trigger for the automation.

1. Check if a record’s status in space has changed to the selected status.
2. If the criteria are met, you can trigger an action, such as sending an email to a designated person.

For more detailed information on working with actions and triggers, refer to the specific article in the Boost.space documentation.

Conclusion

Statuses in Boost.space are essential for tracking and managing tasks, projects, and processes. System statuses have predefined functions, while custom statuses offer flexibility for specific workflows. By linking statuses with actions and triggers, you can automate notifications and processes, enhancing productivity and efficiency in Boost.space.