Can we create a system wide custom status so one group can use it in an "Agile View" in a project (but they are not an agile team, just Agile View), but that status doesn't show up for every other group? | Community
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OliviaMi
Level 4
February 4, 2021
Solved

Can we create a system wide custom status so one group can use it in an "Agile View" in a project (but they are not an agile team, just Agile View), but that status doesn't show up for every other group?

  • February 4, 2021
  • 4 replies
  • 1691 views

The only way I have had luck creating this view for the team in our sandbox is by adding a system-wide status and "locking" it down... but then other groups that don't need that status can't remove it! Am I missing a key step here from the help articles on how to do this? Thank you for the help!

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Best answer by Doug_Den_Hoed__AtAppStore

Hi Heather and Olivia,

Along this line (albeit using System Statuses), I invite you to consider this technique courtesy of @John Albaugh‚ a couple of years ago.

Regards,

Doug

4 replies

Heather_Kulbacki
Community Advisor
Heather_KulbackiCommunity Advisor
Community Advisor
February 4, 2021

You're not missing anything, that's how it works :(

I so wish I could create statuses to use in an Agile view per group rather than making system statuses.

The best I've come up with is to create those system statuses then go into every other group and move those statuses that don't apply to them to the very bottom of their status list.

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity AdvisorAccepted solution
    Community Advisor
    February 4, 2021

    Hi Heather and Olivia,

    Along this line (albeit using System Statuses), I invite you to consider this technique courtesy of @John Albaugh‚ a couple of years ago.

    Regards,

    Doug

      E
      EricMa
      Level 4
      February 14, 2021

      I have been unable to get this hack to work. When I unlock the system status, and then hide it from a single Group, it becomes invisible to all users--even users that aren't a member of that Group. If I "un-hide" it from that Group, it then becomes visible to everyone again. It's very puzzling.

      Am I missing a step somewhere?

      Heather_Kulbacki
      Community Advisor
      Heather_KulbackiCommunity Advisor
      Community Advisor
      February 15, 2021

      Hi Eric,

      I find the status/group correlation confusing also. When you hide a status, you're not hiding from a group of users, you're hiding it from being used on any projects where that group is assigned to the project - in the project overview.

      And if it's a task or issue status - it relates to the group that is on the project those tasks or issues are in.

      Doug_Den_Hoed__AtAppStore
      Community Advisor
      Doug_Den_Hoed__AtAppStoreCommunity Advisor
      Community Advisor
      February 4, 2021

      Fabulous Olivia,

      I'm glad that did the trick and am happy to have helped connect you to John's technique and (in turn) Heather's improvement. What A Team! <grin>

      Regards,

      Doug

      T
      TinaHu1
      Level 3
      June 16, 2021

      Hi Everyone!

      I came here looking for a workaround and the above suggestion was put into place for a few kanban statuses before the time of current admins.

      I have one word of caution on this workaround... I don't know if a manual change was made in the team's settings or if it was a system fluke but one day all the cards for one team's status column disappeared.

      After putting in a help ticket we discovered that the status was unlocked at system level and the only way to bring the cards back was to lock it.

      I learned about the system level requirements & the workaround the same day. :)

      Tina

      K
      KatieHo13
      Level 2
      March 21, 2023

      To add on to this, once you re-lock the status at the system level, it overrides any hiding or deleting done at the group level and brings the status back for those groups. Super frustrating, because I thought I had found a way to add these custom statuses for an Agile team's board columns without other groups being able to see those status options in a dropdown list. Can't figure it out.

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