Microsoft Dynamics CRM (Archived)

How to add a new state to a record

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Hi everyone. How can I add a new state to a record? I see "statecode" but there's no place to change anything.

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Aiden Kaskela 19,696 on at

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Hi CRM,

I answered this same question a few weeks ago at community.dynamics.com/.../428720

Details:

Status and status reason (schema names statecode and statuscode) are tightly linked together. Most entities have two States, Active and Inactive. Within each state there can be many statuses (Active/Pending, Active/Approved, Active/Working, Inactive/Canceled, Inactive/Expired, etc).

In CRM you are not allowed to add new states, except for sales related entities you'll usually just have active and inactive states to work with. In each state, you can add as many statuses as you like. You should try to organize your statuses so that, when a record gets an Inactive status, there will be no more changes to the record. In you example, I would have the state and status combinations:

Active: New, Release

Inactive: Complete, Cancel

You can customize the status by opening the statusreason field in the customizations and updating them like any other drop down. The only difference is that you'll see a selector for which "status" the new option belongs to (see the screenshot below).

If this is helpful, I'd appreciate if you could mark this as the verified answer.

Thanks!

Aiden

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Mahendar Pal 45,095 on at

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In addition to that, you could also setup your own custom statecode field (for user perspective) , which will show more status options to your record and internally you can map them with existing statecodes only, you could use workflow for this easily.

Hope it will help.

Thanks

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Aileen Gusni 44,524 on at

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Hi CRM

Statecode (active n inactive) you cant change.

You can only change the status reason.

So yes you wont be able to change the status.

To change add new item in the status reason field you can just go to the customization and find the entity and field.

Hope this helps.

THanks.

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Community Member on at

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Thanks for the answers. If I wanted to use the builtin states, can I change the labels?

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Verified answer

Aiden Kaskela 19,696 on at

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Hi again,

No, I don't believe you can change the labels of the state codes the way you would with other fields. msdn.microsoft.com/.../dn689032.aspx says you can but that may be through a custom state transition (I haven't used them before though so if it works I'd appreciate if you let me know).

Thanks,

Aiden

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Verified answer

Aileen Gusni 44,524 on at

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Hi CRM,

Maybe you can take a look on this article:

crmbusiness.wordpress.com/.../crm-2013-understanding-status-and-status-reason-and-be-careful-deleting-them

And you can change it but using code:

community.dynamics.com/.../143054

But it is said only for some entities.

Hope this helps

Thanks

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