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?

      E
      EricMa
      Level 4
      February 15, 2021

      A-ha! Thanks for the clarification, Heather. That is confusing, but it actually makes my implementation easier. My "agile-specific" task statuses apply to only a very limited number of projects (actually 2 at this point); I moved those projects to a special "Agile" Group, hide those statuses from the Group that is used for all "normal" projects... and presto!

      All good now. Thanks again!

        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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