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Adding Custom States via the UI

The Custom States Settings screen shows a list of all custom states that exist in your tenant, and enables you to add or delete custom states. Once a custom state is created in your account, it is available for use by all users accross your entire account.

This screen is accessed by navigating to Settings Settings.png > Global Settings > Custom States.

Custom_States.png
To create a new custom state:

  1. Click on the AddCustomStateLink.png link.

  2. Name the new custom state, following these rules:

    • Allowed characters: English letters, -, _

    • Prohibited characters: <, >, &

    • Max 200 characters

    • Must be unique and not a predefined state

    • No leading/trailing spaces

  3. After entering a name, click Add.

    The new custom state is now displayed in the list with a New icon next to the name.

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