Overview 

Visit statuses describe where a visit stands, and FieldPie lets you define your own. Under Manage Main Properties in Settings you can create a status, specify which fields must be completed before it can be selected, choose fields to clear when it is selected, and even tie a form to it so that completing the form changes the status automatically. You can also revert to the built-in default statuses at any time. Custom statuses let your workflow reflect exactly how your team operates. 

Before You Start

You need administrator access to Settings. Plan the statuses your workflow needs and, for each, which fields should be required or cleared, and whether a form should drive the status automatically. 

How to Configure Visit Statuses

1. Click your profile in the top-right corner, then click Settings. 

2. Under Manage Main Properties, click Visit Status. 

3. Click the + icon in the top-right corner to create a new visit status. 

4. Enter the visit status name. 

5. Select the fields that must be completed before this status can be chosen. 

6. Select any fields that should be cleared when this status is selected. 

7. Optionally select a form; when it is completed, the visit status changes automatically. 

8. Click Save to store the changes. 

9. To revert, click Switch Back to Default Built-in Visit Statuses. 

Tips and Things to Know

• Required fields on a status prevent it being set before the right work is done. 

• Linking a form to a status can advance visits automatically on completion. 

• The statuses you define here are the ones users pick—including in visit quick edit. 

• You can always restore the built-in defaults if your custom set needs a reset. 

Frequently Asked Questions