Status workflow and timeline

Update a licence application status

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Move a case through the dedicated status workflow and create landlord-visible timeline evidence.

Audience: CRM staffPermission: Edit Licence ApplicationsModule v1.0.0

Jump to steps

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

Move a case through the dedicated status workflow and create landlord-visible timeline evidence. 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.
Select Update Status.
Select an active status.
Enter the status note.
Submit.
Check the current-status panel, action-required badge, timeline, audit and email outcome.

Fields and options

Status sourceActive rows in license_application_statuses

Note visibilityAlways landlord-visible in supplied form

Category/help-centre/category/licence-applications/

Topic/help-centre/topic/licence-applications-status-timeline/

Rules and limits

The UI submits visible_to_landlord as 1 through a hidden field.
The selected status supplies its label, landlord-action requirement and final-state flag.

Check it worked

Update a licence application status 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.

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