Use status: Details Received

Select Details Received when the request has reached that code-backed state. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

What you’ll accomplish

Select Details Received when the request has reached that code-backed state. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

1. Go to Admin Area → Client Discovery Portal → Request → Status.
2. Find the record, endpoint, field or action used to use status: details received.
3. Complete the displayed values exactly as described in this guide.
4. Select the available save, submit, send, upload, create, update or confirm action.
5. Return to the related register, portal, activity log or API response and verify the expected result.

Fields and options to review

Rules the system enforces

• The enhanced status helper normalises labels and keys before display/audit.
• Use Completed & Delivered only when delivery is genuinely complete because it removes the record from the open count.

How to confirm it worked

• The use status: details received workflow completes without a validation, permission, ownership or availability error.
• The related record, portal view, activity entry, notification log or API response shows the expected state.
• Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.

Security, privacy and operational checks

• Use controlled test records and non-production credentials before wider rollout.
• Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.

Continue with related guidance