| Action | State |
|---|
| Create client | Pending for approval |
| Activate | Active |
| Close | Closed |
| Reject | Rejected |
| Withdrawn by client | Withdrawn |
| Delete | Deleted |
| Reactivate | Active |
On creating a new client, it moves into the "Pending for approval" state. From the approval state, it can undergo the following transitions:
- On clicking on "Activate", the client gets "Active".
OR - On clicking on "Close", the client gets "Closed".
OR - On clicking on "Reject", the client gets "Rejected".
OR - On clicking on "Withdrawn by client", the client gets "Withdrawn".
OR - On clicking on "Delete" the client gets "Deleted". Once a client gets deleted, it won't show up anywhere in Mifos X.
- If the client is in the "Closed" state, it can be "Reactivated" to make it "Active".
- If the client is in the following states: Rejected/Withdrawn/Deleted, it cannot be Activated again.
NOTE: For the actions mentioned below, we need to update reasons as mentioned below in the Code Values (for more information, navigate to Admin >> System >> Code) :
| Action | Reason |
|---|
| Close | Client closure reason |
| Withdraw | Client withdraw withdrawal reason |
| Reject | Client Reject Rejection reason |
Related articles
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| labels | Client life cycle statuses |
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