Conditional status sequence for workflow maintenance
Konstantin Skorodumov
I'd like to set a status sequence in specific records. For example: in App Deal, we have statuses as follows: evaluation, offer, deal, refusal, renewal, and completed. Can we set the sequence in this way, for example:
from evaluation - only offer,
from the offer - only deal or refusal
from the deal - only renewal or completed?
IMHO, it's a must-have feature for any workflow process management.
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Canny AI
Merged in a post:
Dynamic conditional “status” fields for workflow control
C
Cory Bigham
The ability to put in conditional logic to define which drop-down options are visible to the user, would greatly enhance functionality and provide more control over structured workflows.
For instance, the status field may then be used to specify to a user which stages in a workflow can be selected from the current stage, thereby requiring a defined series of steps to be completed before the status can be advanced to the “complete” stage. This may allow solution designers to specify that a status field cannot be returned to the initial “Backlog” stage after being set to “In Progress”; or the status could require looping between stages of “Ready for Review” and “Correcting” until final approval is provided on some field, after which the option “Complete” becomes available. Finally, if conditional field editability can be specified, solution designers can specify who can update the status field at different stages in the workflow. This may be desired for instance, if a manager would like edit permission to be restricted once a status reaches “Ready for Review”, so only the manager can set the stage to “Complete”
T
Tariq Hassanen
+1000
this is essential, if you want to have workflow then you need to specify what the possible states to transition are
JIRA had it since the early days
Petar Ivancevic
This seems like it should be broader than just Status fields. This is essentially a filtered Values List. So ideally the Single Select and Multi Select would be able to show or hide values based on conditions.
Dan Leeman
Here is another feature that would tie well to this one: https://smartsuite.canny.io/feature-requests/p/condition-for-where-status-changes-from-x-to-y
Garrett Clawson
This is a really good idea. I'd also be interested in seeing certain fields "grayed out"/made unavailable until other fields have reached certain a certain status/value.