Estimate Statuses & Button Behavior

In this article, we will be covering how the Estimate Status can influence the buttons in an estimate card. The following image shows all the possible buttons that can be on an estimate card. (Presenting estimates in a card form is a feature brought by the Design System project).

There are 4 different buttons available on an estimate card. They are the Approve button, the Close button, the Request Owner Approval button, and the View Line Items button. Let's go over what factors that influence each button.

1. Approve button

   • Appears when estimate is in the Submitted status.

   • Does not appear if the estimate is in:

     • Any other statuses.

     • If there is a list of estimates and there is at least one estimate that is approved, regardless of the statuses of the other estimates.

2. Close button

   • Appears when the estimate is in the following statuses:

     • Pending Vendor Acceptance

     • Estimate in Progress

     • Submitted

     • Pending Approval

   • Does not appear if the estimate is in the following statuses:

     • Approved

     • Closed

     • Vendor Rejected

     • Owner Rejected

3. Request Owner Approval button

   • Appears when the estimate is in the following status AND condition:

     • The estimate is Submitted AND

     • There are owners under the unit or property the Meld is part of.

   • Does not appear if the estimate is in:

     • Any other statuses.

     • If there is a list of estimates and there is at least one estimate that is approved, regardless of the statuses of the other estimates.

     • No owners associated.

4. View Line Items button

   • No conditions.