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Property & Compliance Management

Generate a Property Status PDF

Create the supported PDF for a status record.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Property Status → open record → PDF

Before you start

Property visibility is required. Approval uses real_property_approval View and Approval; ordinary status changes require property Edit.

Follow these steps

  1. Open the relevant Property Status, Account Status or Approvals workspace.
  2. Create the supported PDF for a status record.
  3. The controller action is property_status_pdf and validates the record ID.
  4. Use the displayed action for this task and verify the resulting status or note.

Fields, rules and limits

  • The controller action is property_status_pdf and validates the record ID.

Check it worked

The property status, approval result or note is retained on the intended record.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

The controller action is property_status_pdf and validates the record ID.

Why is the record or action unavailable?

Property visibility is required. Approval uses real_property_approval View and Approval; ordinary status changes require property Edit. Check the current company and record relationship before requesting additional access.