Introduction
In this article, you'll explore the essential steps for updating the status of master data. Keeping your records up to date is crucial for maintaining accurate information and streamlining your data management processes. Whether you're transitioning data from one stage to another or marking it as complete, understanding how to effectively update the status of master data is key. This guide will walk you through the process, helping you ensure that your records reflect the most current and relevant information for efficient decision-making and operations.
Prerequisites
As a precursor, you should have access to Master Data and be allowed to Update Status. To validate the same, just follow the below steps
- Login to your Meritto Account
- Click to expand the Menu and you will see FormDesk
- Click to expand the FormDesk and you will see a sub-menu as Manage Master data
- On the Master Data Listing, click on Single Action against any Master Data and you should see option to either Active Master data or Inactive Master data.
If you don't see any of the above, please get in touch with your Customer Success Manager.
What are the different Master Data Statuses?
The Master Data created could be Active or Inactive.
If the Master Data is Active, it will be visible at all locations where it is associated, say Enquiry or Account Creation or Application Form(s). If Inactive, the Master Data won't be visible in the associated locations.
The above holds equally true even for Master Data Values.
How to Update Master Data/Value Status?
If a Master Data or Master Data Value is Inactive, you will get an option to Active Master Data or Value as selected and vice versa.
Please note that when you are trying to Inactive a Master Data, it will prompt you to firstly, dissociate the same from all locations before proceeding.
Note: Please note that Master Data could be used in Registration Form or Widgets or Application Forms. In Addition, the Master Data Values could even be used in configurations across t platforms like Dynamic Application Numbers or Dynamic Fees.