"Local" to "Global" Status Mapping
Hello,
While I can think of several ways to achieve my goal, I am looking for guidance on the most-optimal solution using existing Zoho CRM Plus features (be it Blueprint, Validation, custom Deluge, etc.).
On every task, I will have two "Status" fields - let's call them "Local" and "Global".
"Local" statuses will be referential to the Subject of the task at hand. For example, if my Task Subject was "Inspect Widget", my local statuses might be something like:
1)Received Widget Inspection Work Order
2) Began Inspection
3) Identified any Defects
4) Applied QC stamp to Widget
"Global" statuses will be the same for all Task subjects - each "Local" task status will map to a predefined set of Global Statuses. Keeping with the same example:
1) Local = "Received Widget Inspection Work Order" Global = "Not Started"
2) Local = "Began Inspection" Global = "In Progress"
3) Local = "Identified any Defects", Global = "In Progress"
4) Local = "Applied QC stamp to Widget", Global = "Complete"
I want users to select from a properly validated list, at the task level, of Local Statuses. And I want their Global Status values to update accordingly. I can "easily" pull this off with a Deluge script but that feels a bit overwrought - any help is greatly appreciated!
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