Increase customize step status into the checklist

[Former Member]

Hi Expert,

In the checklist step status, default it only had Open, In Process and Completed, I would like to increase one more customize step status into the below service request checklist, is there any standard procedure to do that?

Thanks

Best Regards

Man Yuen

[former_member222142]

Hello Man,

you can define your own User status profile with your own user status. A user status set is defined and assigned to the item category which is used by the checklist. The CRM Standard item category for Checklist is CHKL.

I hope these information will help you.

Best Regards

Gerhard

[Former Member]

Dear Gerhard,

Many thanks for your reply, after config the status profile, the step status not show it,

but here can show.

I created the new status profile.

Is there any step I have mistake or another way to add the new step to checklist?

Hope you can help.

Thanks

Best Regards

Man Yuen

[former_member222142]

Hi Man, could you test the behavior with an new document ? Maybe  the actual status of the existing (old) document doesn't provide all the remaining user status.

BR

Gerhard