Is there a way to create custom statuses for change orders? I want my PM’s to know exactly what each thing means and sometimes “on hold” and “closed” don’t tell them exactly where it is in the process.
Best answer by Robert Sternberg
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Userlevel 7
+8
Yes you can accomplish this through both developer customization and low-code/no-code customization.
Some options would be: Updating the text displayed for each status while maintaining the underlying status structure and workflow, adding new statuses which would require building workflow for each status, and/or adding an additional status field ‘PM Status’ with drop down values.
There are several other possible solutions that I did not mention, with some more details or a path forward we can add some clarity on the options.
Userlevel 7
+8
Begin by customizing the Status field. Ensure you have the Customizer role. Access the customization menu and choose 'Inspect Element' to select the Status field. Select 'Customize' and either link an existing customization project or create a new one.
After saving the project, navigate to the left-side tree, select 'Fields', add the Status field, and choose 'Combo Box Values'. Update the description as needed.
Before implementing the changes, conduct tests in a sandbox environment. Once satisfied with the results, schedule a time to publish the customization. This approach helps minimize the impact on users during the system restart.
Userlevel 7
+8
Hello
Hopefully this helps!
hey
Userlevel 7
+8
Hello! What version are you running. On 2023R1 I was able to get this to work successfully.
Userlevel 7
+8
I was able to get this to work in Change Orders as well.
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