﻿# Manage Status

> [HTML Version](360012263332.html)

**(manage_status.PNG) **The **Manage Status** activity is used only in the business processes that involve [apps](360006963072.md) with customized [statuses](360009920611.md). It allows you to track the process progress and also determines the status of one or several app items at a particular stage of the process.

For example, you can create an **Contracts** app and set up an [associated business process](360009921131.md) for document approval. By setting up statuses, you can track at what stage of the document life-cycle an contract currently is. As the process progresses, the contract will automatically acquire different statuses: **Approved**, **Signed**, **Rejected**, etc, providing clear information on how the work is being done.

You can also use the block to change the status of several app items, for example, if a manager approves a number of similar agreements in a task.

**[![00.PNG](360009277400-00.PNG)]**

## Create statuses for the app

To customize a block, first define the statuses. You can do this in one of the following ways:

- ## In the [app settings](360009920611.md).

- In the graphic process designer on the [Statuses](status-tab.md) tab.

This method is not available for processes created:

	- Within an app with activated group statuses.

	- Within the [Leads](leads) or [Deals](360012693559.md) apps.

	- Within a workspace or company.

## Set up the Manage Status activity   

1. Open the process page and in the toolbar on the right, click the **System Elements** tab. 

2. Drag the **Manage Status** block onto the diagram and place it where you want to change the status.  
**(Manage3.png)**

3. Double-click on the block in the diagram. In the window that opens, specify:  
**(ms4.png)**

- **Name\***. Enter the name of the block to be displayed on the process diagram.

- **Variable\***. Specify the variable to which the items for status change are written.  
  
If the process is associated with an app, the **Variable** field will already contain the [context variable](process_context.md) representing the app. To edit it, click **Change variable settings**. For example, in the window that opens, you can select the **Many** subtype when you are customizing a block to change the status of multiple items of the same app in bulk.  
  
If the variable is not set in the process context, click **Create new variable**.

- **Set status\***. Select a value to assign to the items from the variable, and click **Save**.  
  
If you are setting up status change for the [Deals](360012693999.md) app, an additional **Reason for rejection** field will appear if the **Lost** status is selected. 

4. On the **Description** tab, you can add service information about the block's operation, such as the reason for a status change. System administrators and employees modeling the process will be able to access this tab and review the data. Please note that the tab is available in system versions 2025.10 and higher.     

## Changing statuses of two or more apps in one process

Sometimes you will use several apps in one process. The approval process mentioned above describes the stages of approving a contract. **Contracts** belong to the **Order Management** workspace, which may also store other apps, for instance, **Customers**, **Orders**, **Claims**. Each of these apps might have its own [set of statuses](360009920611.md).

**(ms5.png)**

When the contract’s status changes, it seems reasonable to change the contractor’s status, too. For example, once the contract is signed, the contractor’s status can change from **Contract approval** to **Order** **fulfillment**.

This way, both of these apps will be included in one process, and the statuses of both apps will change as the process progresses.

Here is how you can set this up:



1. In process designer, go to the **Context** tab. [Add a new variable](process_context.md#add_new_variable) of the **App (one)** type and name it **Contractor**. It will refer to the **Customers** app.

2. Place new **Manage status** elements where necessary, for instance, before and after the **Sign the contract** task.

**[![07.PNG](360009279020-07.PNG)]**

3. Double-click on the element to open its settings. In the **Variable** field, select Contractor. In the drop-down list select the required status and click **Save**.

**(hmfile_hash_86917ef3.png)**

Now you only have to decide how the **Contractor** variable added on step 1 shall be filled in.

You can place the variable on a [task form](360012495611.md#form). In this case, the employee performing this task will be asked to select a specific contractor on the task form. 

Sometimes users specify the contractor directly in the contract when adding a new [app item](360016427291.md). In this case, the contractor’s details shall be sent from the **Customers** app to the variable created in step 1. To do that, use the [Assign value](360020300571.md) activity. 