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NickVa7
Level 9
May 10, 2022
Solved

Custom Issue Status Values Based on Custom Form

  • May 10, 2022
  • 2 replies
  • 672 views

Hi WF Community,

Does anyone know if it's possible to create custom Issue Status values (a list of them) that only appear on a specific Issue Custom Form?

For example:

  • We have a custom form (Issue) called ABC Form
  • We want the following custom values to be present in the Status field on this form: A, B, C, D. These values are different than the standard Issue Status values that appear on all other issues records/forms, and we don't want to mix the new custom values with the standard values to create a long list of values.

Thanks,

Nick

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Best answer by skyehansen

No. We usually suggest a custom status dropdown for "additional clarification" in the form itself that the working team can toggle through, and then reports that show this field side by side of the regular statuses. So if you think of regular statuses being New, In Progress, On Hold, Canceled, Complete, then change your request status to one of these, and if any "additional clarification statuses" are needed, they have a separate toggle for that. So you'll get combinations like In Progress -- Awaiting Approval. [I recommend you refer to our user group from last July on system maintenance for more on this topic]

In a limited fashion if you were to carefully configure a specific request type (see https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FAdministration_and_Setup%2FSet_up_Workfront%2FConfigure_system_defaults%2Fconfigure-request-types.html&_LANG=enus ) and work within those limitations, you might be able to set something up, but this is something that is pretty high maintenance and leads to problems when you try to add additional status sets to the equation. So I would just tell them no.

2 replies

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe ChampionAccepted solution
May 11, 2022

No. We usually suggest a custom status dropdown for "additional clarification" in the form itself that the working team can toggle through, and then reports that show this field side by side of the regular statuses. So if you think of regular statuses being New, In Progress, On Hold, Canceled, Complete, then change your request status to one of these, and if any "additional clarification statuses" are needed, they have a separate toggle for that. So you'll get combinations like In Progress -- Awaiting Approval. [I recommend you refer to our user group from last July on system maintenance for more on this topic]

In a limited fashion if you were to carefully configure a specific request type (see https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FAdministration_and_Setup%2FSet_up_Workfront%2FConfigure_system_defaults%2Fconfigure-request-types.html&_LANG=enus ) and work within those limitations, you might be able to set something up, but this is something that is pretty high maintenance and leads to problems when you try to add additional status sets to the equation. So I would just tell them no.

    N
    NickVa7Author
    Level 9
    May 11, 2022

    Thanks, Skye. I was thinking the same, and believe we'll likely head in the direction of a custom Status field.

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