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  1. Box # 1: Shows the Button that you currently have selected. You can tell which Button is currently selected NOT ONLY based off of the name (match name of Button with "Button Name" from box # 2), BUT ALSO from the slim green line that appears to the LEFT of the button name.
  2. Box # 2: Shows the configurable Button Name. This is the title of the button as it appears when an External or Internal User goes to move the record to another status. The Title of the Button should be closely related to the Status that the button moves the record to (see box # 5 to see which status the button will move the record to). In the image above, for example, the button moves the record from a status of "LOI Draft" (the "New" status when the record is just created and not yet submitted by the Grantee) to a status of "Eligibility Review" (the first review status for the WPP team). Since this button is effectively "Submitting" the record to the WPP for the first time, this button is titled "Submit."
  3. Box # 3: Shows the "Suppress Validation" checkbox. Don't click on this. If selected, the system will not run any validation on the record when this button is "pressed" and will move the record to the new status without any controls. The WPP always wants to run validation when a button is selected such that records don't move statuses inappropriately (i.e. when not all of the Required Fields have been filled out).
  4. Box # 4: Shows the "From States," i.e. the status from where this button will be available for selection. In general, it's recommended that each button should be available From just 1 status so that it's easier to update buttons/button names without changing how multiple buttons work (easier from maintenance perspective).
  5. Box # 5: Shows the "To State" i.e. the status to which the button will move the record when this button is pressed provided no validation errors are present e.g. Grantee did not fill out a required field, etc.). This is a Single Select field for obvious reason (i.e. one button can only move a record to 1 unique status).
  6. Box # 6: Shows the "Allowed Roles" for a button. This multi-select fields allows you to configure which Program Roles are able to use this button. Best Practices Recommendation: Only users who should be using this button should have access to select this button. For example, since Employees should generally NOT be submitting applications on behalf of Grantees, we've only given access to the "Submit" button to Grantees for this Theme as they are the ones who should be submitting their applications.
  7. Box # 7: Shows "Delete" allowing you to Delete this status Button. Generally, deleting a Button is safer than deleting a Status as buttons are unique for each Theme (as opposed to Statuses, which are consistent across each data type). However, it is import to ensure the main buttons are available (like "Submit") or else Grantees/other users will be unable to move records of that Theme to the desired status, breaking the workflow and requiring Employee (or Admin) intervention.