Tailor the state of an Entity to specific business language and internal workflows by utilizing Custom Entity Statuses.
Overview
This article outlines how to enable and manage Custom Entity Statuses to provide greater control over Entity labeling throughout the platform. Once configured by an Administrator, these statuses surface in various areas, including Custom Reports.
Availability: All customers.
Enable Custom Entity Statuses
Navigate to the Entity profile requiring a status update and head to the General section
Click on the Details tab and locate the Entity Status field
Select Custom from the Entity Status dropdown menu
Observe the Custom Entity Status field that appears immediately below once Custom is selected
Configure Status Options as an Administrator
Add Status Options
In the Characterization tab, click the Manage Custom Entity Status button
Click the + Add option button to create a new status label
Type the desired name for the status (e.g., "In Sale", "Being Dissolved" or "Internal Reorganization") into the available field
Click the blue Save button to add the new status to the Custom Entity Status dropdown list
Repeat the above steps for all necessary status labels required by the organization
Edit Status Options
Locate the existing status option requiring modification within the Custom Entity Status list
Click on the custom status to change the name or label of an existing status
Click the Delete icon (trash can symbol) to remove an unused status label from the list
Note that deleting a status label currently in use by an Entity may impact Custom Reports and data visibility
Track Custom Statuses in Reports
Navigate to the Reports section in the left-hand navigation pane
Create or edit a Custom Report
In the Results, Add the Custom Entity Status column to the report to surface specific labels for data exports and tracking
Filter the Entity list by the newly created Custom labels to organize the portfolio effectively