Change a case status through the correct panel
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 use Update Status instead of relying on the Edit form current-status selector.
Where to goAdmin Area → Licence Applications → Case → Update Status
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide helps you do
Use Update Status instead of relying on the Edit form current-status selector. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the case View page.
- Use Update Status.
- Select the active status.
- Enter a status note.
- Submit and verify timeline.
Fields and options
Required actionDedicated status form
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules and limits
- The update_application model payload excludes current_status; status movement is handled by update_status.
Check it worked
- Change a case status through the correct panel completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
Related guides
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