Is it possible to add an additional status of “WON” for orders of type quote in the sales order screen. This would be for the Quote workflow. Are there any ramifications to doing this?
I was looking at customizations to add a new available status and the idea of using a workflow to create the new status was proposed.
I think it should be straight forwards. Below is simple demonstration that could help you get started,
Add Status field and from the Combo Box action add the custom status
Create a new Action and in the Field update set the status to the custom status created above
Extend QT workflow and enable it
In the example, I have added the Custom Action to be available when the Document is in Open status
Select the Open State → Add a Transition and set the Target status to the Custom status
Save and publish the customization package. Below are the screenshot of the outcome,
I have also attached the customization project for you reference. Implementation will differ and could get complicated based on your requirement. Thanks,
I think it should be straight forwards. Below is simple demonstration that could help you get started,
Add Status field and from the Combo Box action add the custom status
Create a new Action and in the Field update set the status to the custom status created above
Extend QT workflow and enable it
In the example, I have added the Custom Action to be available when the Document is in Open status
Select the Open State → Add a Transition and set the Target status to the Custom status
Save and publish the customization package. Below are the screenshot of the outcome,
I have also attached the customization project for you reference. Implementation will differ and could get complicated based on your requirement. Thanks,
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