MASTER DATA MANAGEMENT : How to Update Status?

Product Overview

While in the previous article, we have already seen How to Create Master Data, this article will help you with how you can Change the Status of the Master Data or its Values.

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

1. Login to your NPF Account
2. Click to expand the Menu and you will see FormDesk
3. Click to expand the FormDesk and you will see a sub-menu as Manage Master data
4. 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 first of all 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 platform like Dynamic Application Number or Dynamic Fees.