Status and Workflow in Issue Tracker

Hi Everyone,

Hope everyone is keeping well.

Here we are with another post, which we believe might save your time by avoiding errors while creating workflows.

If you want to add a status in the issue layout, then remember to include the new status in the status workflow .

Let's say a manager wants to track the issues that are being debugged. This can be achieved by adding a new status 'Debugging' to the issue layout. The 'Debugging' status can be set as the next status after 'Open' in the status drop-down.

To maintain the sanctity of the process and ensure that all the stages are completed, the manager sets a workflow. This tracks the progress of the issue from 'Open' to 'Debugging' without bypassing a critical stage in the process.

The manager follows the below steps to add a new status in the workflow:

1. Go to Setup --> Customization --> Layouts and Fields --> Issues.

2. Select the Issue layout and click the 'Customize' icon near the 'Status & Workflow' field.

3. Click 'Add Status' to add a new status.

Here, add a status 'Debugging' and tag it to 'Open' state. Then, map the 'Next available Status' as 'In progress'.

4. Include the new status in the workflow .

Now, map the 'Debugging' status as the 'Next available Status' of 'Open'. This step must be completed, to list the 'Debugging' value in the status drop-down when an issue is in the 'Open' status.

5. Click 'Apply changes' and 'Save Layout'.

The 'Debugging' value will be available in the status drop-down only if the issue is in the 'Open' status.

Refer to our user guide for additional information.

For any support, please do not hesitate to reach out to us at support@zohoprojects.com .

Regards,

Zoho Projects Team

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