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Customer experience | Sales, Customer Insights,...
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Status Reason Transitions not working

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Posted on by 2,761

Is anyone else noticing issues with Status Reason transitions 

We have status reason transitions configured on a number of entities.

The Status Reason field is on the form.

When the user selects from the Status Reason and then Saves the record, the form is not making the "transition to" Status Reasons available in the dropdown.  This means the user is able to select an invalid Status Reason from the dropdown that is not in the path of current Status Reason transition set.  If the user manually refreshes the form then the correct transitions are populated - this is of course not acceptable to the users.

Not sure when this issue has crept in, but it used to work correctly with the Status Reason dropdown refreshing correctly after save. 

I have the same question (0)
  • Fubar Profile Picture
    2,761 on at

    We have status reason transitions configured on a number of entities.

    The Status Reason field is on the form.

    When the user selects from the Status Reason and then Saves the record, the form is not making the "transition to" Status Reasons available in the dropdown.  This means the user is able to select an invalid Status Reason from the dropdown that is not in the path of current Status Reason transition set.  If the user manually refreshes the form then the correct transitions are populated - this is of course not acceptable to the users.

    Not sure when this issue has crept in, but it used to work correctly with the Status Reason dropdown refreshing correctly after save. 

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Is the status reason field placed on the form or just header? If just header, try putting a field on form and see if it works.

  • Fubar Profile Picture
    2,761 on at

    Its on the form already.

    I see someone else has had the same or similar issue and commented on the following documentation page - but no response docs.microsoft.com/.../define-status-reason-transitions

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