Stages for each case type

Question

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&rsquo;re using Sage CRM 2023 R2

Sage CRM · Accepted 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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Stages for each case type

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