How to remove state and instead of state add case status which is a custom field on case table.

mania
Tera Contributor

‎06-11-2025 09:10 AM

Hi,

 

I want to remove state and instead of state add case status which is a custom field.

Can you please help on this, It will be useful.

mania_2-1749658087588.png

 

Thanks!

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Abbas_5
Tera Sage
Tera Sage

‎06-12-2025 03:34 AM

Hello @mania,

 

To replace the standard "State" field on the case table with a custom "Case Status" field, you need to hide the standard "State" field and then make your custom field visible and editable. This involves configuring the Case form layout and potentially using client scripts or UI policies to ensure data consistency. 
 
Here's a breakdown of the steps:
 
1. Hiding the "State" Field: 
  • Navigate to your Case form layout.
  • Locate the "State" field in the field list.
  • Toggle the "Visible" checkbox to disable it.
  • Save the form layout. 
     
2. Displaying and Making the Custom "Case Status" Field Editable:
  • Ensure your custom "Case Status" field is present on the Case form layout.
  • Make sure the "Visible" checkbox for your custom field is enabled.
  • Ensure the "Editable" checkbox for your custom field is also enabled (or use a UI policy to make it editable based on certain conditions).
  • Save the form layout.
     
3. (Optional) Business Rule for Data Consistency:
  • If your custom "Case Status" field needs to be synchronized with the "State" field (or vice versa), you can create a business rule to automatically update the "Case Status" when the "State" changes and vice versa.
  • Example: If you want to map "New" state to "Open" status, and "Closed" state to "Closed" status in your custom field, you would create a business rule that checks the current "State" and updates your custom "Case Status" field accordingly. 
     
4. (Optional) Client Scripts/UI Policies: 
  • You might want to use client scripts (on change, on load, etc.) to:
    • Provide visual feedback to users when the "Case Status" field changes.
    • Dynamically adjust the appearance of other fields based on the "Case Status" value.
    • Enforce certain rules related to the "Case Status" (e.g., making a field mandatory when the status is "Closed").
  • You could also use UI policies to:
    • Hide or show certain sections of the form based on the "Case Status".
    • Make certain fields mandatory or optional based on the "Case Status". 

      If this is helpful, please hit the thumbs up button and accept the correct solution by referring to this solution in future it will be helpful to them.
      Thanks & Regards,
      Abbas Shaik