Complete the Initial status field
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 choose the starting status on creation only; later changes use Update Status.
Where to goAdmin Area → Licence Applications → New/Edit Application → Initial 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
Choose the starting status on creation only; later changes use Update Status. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the new or edit case form.
- Find Initial status.
- Enter or select the value described in this guide.
- Save the case.
- Reopen the case and verify the stored value.
Fields and options
FieldInitial status
Payload keycurrent_status
Supported valueAn active seeded status
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-create-edit/
Rules and limits
- Choose the starting status on creation only; later changes use Update Status.
- Case editing writes this field to the application record unless a dedicated workflow rule is stated.
Check it worked
- Complete the Initial status field 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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