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Microsoft Dynamics CRM (Archived)

Need to add status in custom entity

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Hi,

I want to add the status in my custom entity as like order entity (Fulfilled, Inprogress, Cancelled etc).

As of now, only Active and Inactive status is available. So can any one suggest me  to do this process.

Regards,

Suresh K  

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  • Suggested answer
    Ammar Zaied Profile Picture
    1,670 on at
    RE: Need to add status in custom entity

    Hi,

    to do this process, many solutions exists:

    Steps:

    1- Go to "custom entity"

    2- Create two optionSet, status ans statusRaison.

    for each status we have many statusRaison, exemple: if status: "new" then statusRaison: "active" or "Inactive"

    Or

    Create a global optionSet (2 global optionSet)

    all steps here

    Or

    Dependent Options Sets/PickList
    Create dependent OptionSets (picklists)

     

     

  • Suggested answer
    Pawar Pravin  Profile Picture
    5,237 on at
    RE: Need to add status in custom entity

    Hi Suresh,

    Unfortunately you cant add new status (option value) in existing field. Anyway if you want to add reasons like order you could do it adding in status reason for respective status (Active & Inactive)

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    2,545 on at
    RE: Need to add status in custom entity

    Hi Suresh,

    You can not modify the status(statecode) of any custom or system entity. The correct way is to add the status reason(statuscode) against specific status.

    Additionally, you can update the name of the status options using  language translation. Example inactivate can renamed to closed.

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,188 Moderator on at
    RE: Need to add status in custom entity

    The statuses will stay as Active and Inactive, but you can add Status Reasons to each of the Statuses.

    For example: In Progress will be a new status reason within the Active Status, and Fulfilled and Cancelled will be new Status Reasons within the Inactive Status.

    Hope this helps.

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