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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a new status fo...
Microsoft Dynamics CRM (Archived)

Create a new status for custom entity

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Posted on by Community Member

Hi all,

I have just created a new entity called Projects, it has two status, Active, and Inactive.

I'd like to create a new status called Finished and make the record with this status to be read-only, but I just can't figure out how to do it, I searched around the realm of internet and was not able to find any answer, some folks said that it's impossible.

is there anyway I can do it?

thanks in advance.

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  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi JoaoL,

    You can't create a new status, but you can create a new Status Reason. For custom entities a record can only be Active or Inactive, but you can create as many subcategories as you want. In your example, you'd edit the Status Reason property, and for the Inactive state you'd create a new "Finished" status reason option. When you deactivate your record, it will let you select Finished as the reason and the record will not be editable.

    Hope this helps! If so, I would appreciate if you would mark this as the verified answer.

    Thanks,

     Aiden

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi again,

    Here's more details from a similar question I answered a few weeks ago ( community.dynamics.com/.../173922 )

    "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."

  • Community Member Profile Picture
    Community Member on at

    I thought about doing this, but I thought would be strange to ask the users to when finished a project, deactivate the record, and then put in finished.

    I tried to create a ribbon button, but I cutted myself all around and was not able to do it.

    is that the only way?

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    It's not the only way, but it's the /right/ way to do it. You probably want to have options like Inactive/Canceled, Inactive/Deferred, Inactive/Complete. When you deactivate a record they should be indicating what the status is.

    If you want a button that deactivates the record, you could add that to the ribbon but it'll be a lot more work. I'd suggest the Ribbon Workbench to get started.

  • Community Member Profile Picture
    Community Member on at

    I tried using the ribbon workbench, but I never used it before, you got any tutorial, or something like this ?

    for me(for a while) the Active / Inactive / Finished is enough

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    If you only have Active/Active and Inactive/Finished you won't be prompted to pick the status. If you hit the deactivate button it'll go right to Finished.

  • Community Member Profile Picture
    Community Member on at

    that is what is happening now, but, if the user doesn't want to Finish the project?

    he will no be able to change the status reason from active to inactive, and if he clicks on deactivate, he will Finnish it.

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    You could create a button labeled "Finish" that sets the status of the record, but it seems like such a waste of time for what you're getting out of it. You're saving, literally, one click.

  • Community Member Profile Picture
    Community Member on at

    I prefered to keep the "pop-up" asking if I want to deactivate or Finnish the Project.

    Lots of thanks for the help and patience. ^^

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    I'm happy to help, sorry we couldn't find something more like what you were looking for.

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