How to Disable Messages based on Status

Statuses in eCourtDate let you automatically disable outbound messages for specific records, giving your agency precise control over which clients receive automated communications.

Statuses in eCourtDate let you automatically disable outbound messages for specific records, giving your agency precise control over which clients receive automated communications.

Overview

  • What it is: A status-based setting that automatically prevents outbound Flow and Auto Messages from being sent to records (events, clients, payments, cases) that carry a designated status
  • Why it matters: Ensures your agency does not send reminders or notifications for canceled, closed, or otherwise inactive records, maintaining communication accuracy and compliance
  • Who uses it: Agency administrators and staff responsible for managing messaging rules and status workflows
  • Expected outcomes: Records with a message-disabling status stop receiving automated messages without requiring changes to individual Flows or Auto Messages

Prerequisites

  • You must have admin access or appropriate permissions to manage statuses
  • You must be signed into your eCourtDate staging or production agency
  • You should know which statuses need to disable messages (for example, "Canceled" or "Closed")

How-To Steps

Step 1: Navigate to Statuses

  1. Click Admin > Settings in the top navigation bar.
  2. Click the Statuses tab.

Step 2: Create or Edit a Status

  1. Click Edit on an existing status, or use the Create form to add a new one.
  2. Enter the status name if creating a new status (for example, "Canceled").

Step 3: Enable the Disable Messages Setting

  1. Click to enable the Disable Messages toggle.
  2. Click Save to apply your changes.

Tip: This setting applies regardless of the assigned Flow, so you do not need to make changes at the Flow level.

What to Expect

After enabling Disable Messages on a status:

  • Any records (events, clients, payments) with that status display a Messages Disabled alert.
  • Any newly created or updated records with that status automatically have their Flow and Auto Messages disabled.

The following messages may still be sent even when messages are disabled:

  • Manual one-off messages sent by staff
  • Manual bulk action messages sent by staff
  • Auto-responses triggered by an inbound message from the client or contact
  • Auto Messages that are triggered based on the same status and have the Ignore Messages Disabled setting turned on

Applying Changes to Existing Records

To apply the disabling change to existing events that already have scheduled messages:

By Flow: Navigate to Admin > Messaging > Flows tab. Click to edit the Flow, click the Tools button, then click the Sync Messages button.

All Future Events: Use the Console Tools to run Sync Messages for Future Events. See How to Run Console Tools for details.

Applicable Fields

Custom statuses with the Disable Messages setting apply to the following fields:

Data Model Fields
Clients Status, Type, Group
Events Status, Type, Appearance
Payments Status, Type

Best Practices

  • Test the status change on your staging environment before applying it to production
  • Coordinate with your team before enabling Disable Messages on widely used statuses
  • Use the Sync Messages tool after making changes so existing scheduled messages are updated
  • Review your active Flows periodically to ensure message-disabling statuses align with your current workflow
  • Document which statuses disable messages so all staff members are aware of the behavior

Frequently Asked Questions

Q: Will disabling messages on a status affect messages that are already scheduled? A: No. Previously scheduled messages are not automatically canceled. You must run the Sync Messages tool (by Flow or for all future events) to update existing scheduled messages.

Q: Can I still send manual messages to records with a message-disabling status? A: Yes. Manual one-off messages and manual bulk action messages can still be sent regardless of the status setting.

Q: What if I need an Auto Message to fire even when messages are disabled? A: Enable the Ignore Messages Disabled setting on the specific Auto Message. This allows that Auto Message to send even when the record's status would otherwise disable it.

Q: Does this setting apply to cases? A: The Disable Messages setting applies to Clients, Events, and Payments. Cases do not currently have direct message-disabling support through statuses.

Other Ways to Disable Outbound Messages

  • Archived or trashed records automatically disable scheduled messages
  • Locations Auto-Disable Messages setting disables messages based on the assigned location
  • Enabled Statuses setting on each Flow message enables messages only for records with specific statuses

Troubleshooting

Issue: Messages are still being sent to records with a message-disabling status. Symptoms: Clients continue receiving automated messages even though their record status has Disable Messages enabled. Solution:

  1. Verify the status has Disable Messages enabled under Admin > Settings > Statuses
  2. Run Sync Messages for the affected Flow or use the Console Tools to sync messages for all future events
  3. Confirm the record's status field matches the exact status with the disabled setting

Issue: All messages stopped, including ones that should still send. Symptoms: No automated messages are going out for any status. Solution:

  1. Check that only the intended statuses have Disable Messages enabled
  2. Review the Enabled Statuses settings on your Flow messages
  3. Verify your agency send mode is set to Live in the footer of the app

Important: If you continue to experience issues after following these troubleshooting steps, sign in to eCourtDate and create a ticket by clicking the ticket button in the bottom right corner of the screen.

Related Articles

Statuses in eCourtDate let you automatically disable outbound messages for specific records, giving your agency precise control over which clients receive automated communications.

### Overview

- **What it is:** A status-based setting that automatically prevents outbound Flow and Auto Messages from being sent to records (events, clients, payments, cases) that carry a designated status
- **Why it matters:** Ensures your agency does not send reminders or notifications for canceled, closed, or otherwise inactive records, maintaining communication accuracy and compliance
- **Who uses it:** Agency administrators and staff responsible for managing messaging rules and status workflows
- **Expected outcomes:** Records with a message-disabling status stop receiving automated messages without requiring changes to individual Flows or Auto Messages

### Prerequisites

- You must have admin access or appropriate permissions to manage statuses
- You must be signed into your eCourtDate staging or production agency
- You should know which statuses need to disable messages (for example, "Canceled" or "Closed")

### How-To Steps

#### Step 1: Navigate to Statuses

1. Click **Admin** > **Settings** in the top navigation bar.
2. Click the **Statuses** tab.

#### Step 2: Create or Edit a Status

1. Click **Edit** on an existing status, or use the **Create** form to add a new one.
2. Enter the status name if creating a new status (for example, "Canceled").

#### Step 3: Enable the Disable Messages Setting

1. Click to enable the **Disable Messages** toggle.
2. Click **Save** to apply your changes.

> **Tip:** This setting applies regardless of the assigned Flow, so you do not need to make changes at the Flow level.

### What to Expect

After enabling **Disable Messages** on a status:

- Any records (events, clients, payments) with that status display a **Messages Disabled** alert.
- Any newly created or updated records with that status automatically have their Flow and Auto Messages disabled.

The following messages may still be sent even when messages are disabled:

- Manual one-off messages sent by staff
- Manual bulk action messages sent by staff
- Auto-responses triggered by an inbound message from the client or contact
- Auto Messages that are triggered based on the same status and have the **Ignore Messages Disabled** setting turned on

#### Applying Changes to Existing Records

To apply the disabling change to existing events that already have scheduled messages:

**By Flow:** Navigate to **Admin** > **Messaging** > **Flows** tab. Click to edit the Flow, click the **Tools** button, then click the **Sync Messages** button.

**All Future Events:** Use the Console Tools to run **Sync Messages for Future Events**. See [How to Run Console Tools](/how-to-run-console-tools) for details.

### Applicable Fields

Custom statuses with the **Disable Messages** setting apply to the following fields:

| Data Model | Fields |
|------------|--------|
| Clients | Status, Type, Group |
| Events | Status, Type, Appearance |
| Payments | Status, Type |

### Best Practices

- Test the status change on your staging environment before applying it to production
- Coordinate with your team before enabling **Disable Messages** on widely used statuses
- Use the **Sync Messages** tool after making changes so existing scheduled messages are updated
- Review your active Flows periodically to ensure message-disabling statuses align with your current workflow
- Document which statuses disable messages so all staff members are aware of the behavior

### Frequently Asked Questions

**Q: Will disabling messages on a status affect messages that are already scheduled?**
A: No. Previously scheduled messages are not automatically canceled. You must run the **Sync Messages** tool (by Flow or for all future events) to update existing scheduled messages.

**Q: Can I still send manual messages to records with a message-disabling status?**
A: Yes. Manual one-off messages and manual bulk action messages can still be sent regardless of the status setting.

**Q: What if I need an Auto Message to fire even when messages are disabled?**
A: Enable the **Ignore Messages Disabled** setting on the specific Auto Message. This allows that Auto Message to send even when the record's status would otherwise disable it.

**Q: Does this setting apply to cases?**
A: The **Disable Messages** setting applies to Clients, Events, and Payments. Cases do not currently have direct message-disabling support through statuses.

### Other Ways to Disable Outbound Messages

- **Archived or trashed records** automatically disable scheduled messages
- **Locations Auto-Disable Messages** setting disables messages based on the assigned location
- **Enabled Statuses** setting on each Flow message enables messages only for records with specific statuses

### Troubleshooting

**Issue:** Messages are still being sent to records with a message-disabling status.
**Symptoms:** Clients continue receiving automated messages even though their record status has **Disable Messages** enabled.
**Solution:**

1. Verify the status has **Disable Messages** enabled under **Admin** > **Settings** > **Statuses**
2. Run **Sync Messages** for the affected Flow or use the Console Tools to sync messages for all future events
3. Confirm the record's status field matches the exact status with the disabled setting

**Issue:** All messages stopped, including ones that should still send.
**Symptoms:** No automated messages are going out for any status.
**Solution:**

1. Check that only the intended statuses have **Disable Messages** enabled
2. Review the **Enabled Statuses** settings on your Flow messages
3. Verify your agency send mode is set to **Live** in the footer of the app

> **Important:** If you continue to experience issues after following these troubleshooting steps, sign in to eCourtDate and create a ticket by clicking the ticket button in the bottom right corner of the screen.

### Related Articles

- [How to Send a Mass Message using Bulk Actions](/how-to-send-a-mass-message-using-bulk-actions)
- [How to Send a One-off Message](/how-to-send-a-one-off-message)
- [How to Create Locations](/how-to-create-locations)
- [How to Create an Auto Message](/how-to-create-an-auto-message)
- [How to Create a Flow](/how-to-create-a-flow)
- [Troubleshooting Automated Messages](/troubleshooting-automated-messages)
Share: