Task - Set Status Reason Question

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Posted on by William Bradley

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Hi,

Wondered if anyone ever had this scenario, and had a solution for it. On the OOB Task record, a user wants the status reason set to "In Progress" when a Start Date is entered (minimize clicks). They also want this field open-ended (not locked) so that users can manually change it if needed. This can't be done with a Business Rule because then if the user changes the Status Reason (to 'Deferred', 'Waiting on Someone Else', etc.) the rule will change it back always to "In Progress". I can't seem to use a on create/change workflow either, because it seems the Status Reason field is not available to update via workflow. Does anyone have a suggestion for this? Is the only way JScript?

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David Jennaway 14,065 on at

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You should be able to do this with a business rule if you include a condition so that it doesn't update the status reason if it's one of the values that could be manually set ('Deferred', 'Waiting on Someone Else', etc.)

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William Bradley 175 on at

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How would that condition / action look? Would I need to put flags on the form for "not updating"?

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meelamri 13,216 User Group Leader on at

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Hello,

On the OOB Task record, a user wants the status reason set to "In Progress" when a Start Date is entered (minimize clicks).

You can do it with Flow. In fact, the execution will be daily at midnight for example.

The execution will update each Task to "in progress" if your conditions are met.

Let me know if you need more guidance in the implementation.

I will check the possible solutions for your second use case.

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William Bradley 175 on at

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Thanks Mehdi, but this needs to be a Synchonous process. The Status Reason needs to update in real time when a user enters a Start Date, and the field also needs to be changed manually by the user to other values - Deferred, Waiting on Someone Else.

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meelamri 13,216 User Group Leader on at

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I see...Use Change Status rather than an Update step.

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meelamri 13,216 User Group Leader on at

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In fact Change status set the combination of Status and Status Reason.

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William Bradley 175 on at

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I am not following - The trigger/condition is Start Date Contains Data, the action is a set field value in Status Reason to 'In Progress'. But the Status Reason field also needs to be editable by users and cannot stay as In Progress if the condition Start Date Contains Data. So I am not sure how a Synchronous Business Rule or Workflow can do this. And a Flow is ASync, so that is not an option. Any ideas? Am I missing something?

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meelamri 13,216 User Group Leader on at

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Hi,

Sorry, maybe I misunderstood your scenario.

Before save:

After Save:

User can update the status Reason:

Or even update the start Date:

Is that match with your use case ?

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William Bradley 175 on at

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It does - how did you achieve this?

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meelamri 13,216 User Group Leader on at

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Hi,

I use a real time workflow:

The workflow is executed at the creation and on change of the start date only.

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