Change a Purchase file status
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to update the stored file status through the supplied action.
Where to goAdmin Area → Purchase → relevant record → Files → Status
Before you start
- Use an account with Capability of the related Purchase record and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Update the stored file status through the supplied action. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Purchase → relevant record → Files → Status.
- Go to the exact setting, option or record named in this guide.
- Enter or select the required value; leave unrelated options unchanged.
- Save the form and wait for the success response.
- Reload the page or open a controlled record to confirm the stored value is being used.
Fields and options
ActionChange a Purchase file status
Exact navigationAdmin Area → Purchase → relevant record → Files → Status
Module version1.7.9
VerificationVerify the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.
Rules and limits
- The action is available only when the module, current record state and required capability allow it.
- Use the displayed validation response to correct the record; do not bypass controller or model checks.
- Verify downstream files, notifications, linked records and status changes after saving.
Check it worked
- The supported change a purchase file status flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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