Anyone know of a way to add an additional status t...
# general
k
Anyone know of a way to add an additional status to the CRM Task status field... beyond just these 3?
c
Seems not possible when I tried it before. What I did is create a new task status field
a
If it is not customizable, then you can try the following strategy: 1. Create a new custom Record Type "Task Status". a. Include the Name field. b. Create a custom field on it "Native Task Status" of type List/Record, referencing task Statuses (I'm not sure what those are called though. This part could be tricky). c. Create as many Task Statuses as you need as instances of this new record type, setting their Name and Native Task Status. 2. Create a new custom CRM field "Task Status" of type List/Record, that references the new Task Status record type you created in step 1. a. Apply it to Tasks and save it. 3. Create a Workflow that, whenever the custom Task Status field changes, set the native Status field on the Task to the value in the Task Status value's Native Task Status field.
k
Thanks gang!
n
@Aaron McCausland That only really works where you want to reduce the number of options available to a user. If you create a custom record with 15 options and the native one has 4 options what is your workflow going to do? 🤔 If you are happy to map 4 custom options to one in the native one, fair enough but I suspect that's not the case since @Kristy Kapsner is looking to add a new value.
a
I'm not sure I understand. There are 3 Task Statuses. My idea was to take for example 4 custom records and map them all to the first task status, then take for example 7 other custom records and map them all to the second task status, and then for example map 4 other custom records to the third task status. Then you have the native task status, and your custom ones. But I do see a problem now where what do you do when the system sets the native task status. Which custom status should that go to? I adds more than one layer of complication. Thinking it through a bit more, I think it's better not to try to map them together, and just have an additional field that tells you more information about the Task than the native one does, and leave the native one alone. That additional one, since it's not mapping to anything, can just be of a custom list rather than custom records.
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