Setting a stage as (Skipped)

michaellesch
Tera Contributor

So I am looking for a way to set a custom stage to show (Skipped) based on the condition that the catalog task is set to closed incomplete. For the customer what they would see then would be a green check mark of the custom stage and (Skipped) after it.

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michaellesch
Tera Contributor

So what I was trying to do was to just change the text in the () after the stage. I have since moved to start with a if condition to bypass the whole situation which will be easier going forward as well.


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4 REPLIES 4

JonSNash
Tera Contributor

You should be able to add a custom stage to the catalog item's workflow by selecting the "gear" icon in the workflow editor and selecting "Edit Stages" - You can use that stage on the activity that represents the new state for the record.


So these are the stages that are in my workflow.


Stages.jpg


What I am looking for is to set the stage to show (Skipped) instead of (Completed)


Stage 2.jpg


JonSNash
Tera Contributor

So if I'm understanding correctly - to add a new stage you can select the the new button at the top of the list ...


New Stage 1.jpg



Add the new stag to the list ...


New Stage 2.jpg



To use the stage assign it to an activity in your workflow - Double click the activity you want to edit unless you're adding a new one ...



Add Stage 3.jpg



Is this what you were looking for?   The stage should display in the list of stages for the item using the updated workflow.


michaellesch
Tera Contributor

So what I was trying to do was to just change the text in the () after the stage. I have since moved to start with a if condition to bypass the whole situation which will be easier going forward as well.