Stages for each case type

SOLVED

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

Parents
  • +1
    verified answer

    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.   

Reply
  • +1
    verified answer

    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.   

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