We have Cases for Support, Consultancy and Sales.
We want to have a separate set of stages for each of these case types.
Is this possible?
We’re using Sage CRM 2023 R2
We have Cases for Support, Consultancy and Sales.
We want to have a separate set of stages for each of these case types.
Is this possible?
We’re using Sage CRM 2023 R2
Hi
Yes. I am assuming that you are working with 3 separate workflows for the Case entity? When I teach I use the idea of 3 separate workflows for Product Support, Complaints and Return Material Authorisation. But you may well have Support, Consultancy and Sales as Case Workflows.
I assume that you want different selection list values to be available depending on the workflow to be written in to the case_status field?
Have a look at the article (+) Working with Selection Lists - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub
You will see that you can change the selection list definition used (defined in translations) by setting the field LookupFamily = "your choice". This can be done in the workflow actions.
Hi Suraj
How do users work through Cases, are you using a Workflow?
There are two different ways you could do this - the more simple way is in the Case Stage field you list all the stages, but then have another field on screen to detail if this is a Support, Consultancy or Sales type issue (which you might already have).
Then using some JavaScript you can use a command that looks at the 'Type' field and depending on what the value is in there it then runs RemoveLookup('xx'); for every values you don't want to show. This then puts the maintenance all in the JavaScript of the field.
A more advance way of working is to put all the values in the Cases Stage field, but then to hold the separate values in three custom selection fields which are never put on the screen, they're just created so that you can maintain them (or you could directly create the values in the 'Translation' area of CRM). For example create a selection field for case_StageSupport, case_StageConsult, case_StageSales - all having their own lists. So in the main Case_stage you put in the value (e.g. Logged with a code of 'logged') and in the other stage field(s) create it with the same name and code.
Then what you can do is on the Case screen have a field for Type (as mentioned at the start) but then on the official Stage field put a bit of JavaScript that changes the Lookup Family (and thus its values) based on the Type field
e.g. (in the Create Script on the actual case_stage field on screen)
var caseType = CRM.GetContextInfo("Cases","case_type");
if (caseType=="Support")
{
LookupFamily="case_stageSupport";
}
else if(caseType=="Consult")
{ LookupFamily="case_stageConsult"; }
By keeping all the values in the main field means that the Pipeline works on My/Team CRM and for reporting purposes, but the separate fields helps the user on screen - the key thing is you must always enter the values the same in the case_stage field and the custom field
*Community Hub is the new name for Sage City