"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!
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Sticky Posts
Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingThe CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー