The State user field is a visual representation of the status of your document. It does so by traffic-light style colour signals that indicate how close the Rev Status is to the date of configured “Completed” status/es. For
For example if you configure the Rev Status – “Approved” to indicate that the document is completed/closed, then based on the date user field the colour signals will change as it draws closer to the date specified. Once the document status is changed to “Approved” the colour signal will changed to the completed colour. These
These colour signals will show in Publication Space register when the State User Field column is enabled as well as in the 'Details' tab in document preview.
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Step 4 : In ‘Configure Options', click 'Check the date is based on' menu and select the custom date user field you would like this document to be closed/completed by. In this example we call it 'Forecast Date’
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Step 6 : 'Configure Statuses' is where you configure the colour signals that will show the State of a document in the Publication space register:
Blank Date - signals that the date user field assigned in Step 3 is not filled. Used for documents that do not require a date of completion (for example if you are uploading already Approved documents)
Neutral - signal for when the document has not reached the period assigned for warning
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