Further Commands for Status Updates

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Status Update >

Further Commands for Status Updates

Above the table, you can perform additional commands for status updates:

Click on the 3 dots above the left side of the table. A dropdown menu opens.

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If you have selected a status update, the dropdown menu contains additional commands related to the selected status update.

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Select the desired command:

Delete Status Update: delete the selected status update. The action cannot be undone.

Assign Status Update: change the owner of the status update.

Share: share these status update with selected people or teams. Ownership is not changed.

Email a Link: send a link via Email to the selected records.

Flow: run a flow for this status update.

Run Report: select a report to run.

Word Templates: generate Word documents or new templates.

Export to Excel: export the selected records to data to a static Excel worksheet

See associated records: shows records associated with this view.