Block a dossier item type

You can block a dossier item type. A blocked dossier item type can no longer be submitted in Profit Windows, InSite and/or OutSite.

In Profit Windows, you can no longer select the dossier item type in the selection window for Dossier item type. The page that is linked to the dossier item type may still be visible in InSite en OutSite. When you try to submit it, however, a message appears telling you that the dossier item type is blocked and cannot be submitted.

If this message appears, contact the site manager so he can remove the page from the site.

To block a dossier item type:

  1. Go to: CRM / Dossier / Configuration / Dossier item type.
  2. Open the properties of the dossier item type..
  3. Go to the tab: General.
  4. Select the Blocked check box.
  5. Click on: OK.

Directly to

  1. Dossier item type
  2. Add a dossier item type
  3. Set destinations for a dossier item type
  4. Change a dossier item type
  5. Block a dossier item type
  6. Custom fields for a dossier item type