Renaming Demand Stages

[moniquebrooks]

hey everyone,

Just wondering if I can change the names of these "Stages" (below) without affecting current workflows and how can i edit the stages?.

[Anurag Tripathi · Accepted solution]

That looks like section names, you can change that without affecting the workflow (but test well in dev before promoting the changes to prod)

Navigate to sys_ui_section, filter on the table and view and you will get a list of sections, you can change their name.

OR Better

Right click on the form-> Configure -> Form Design

Change the section names here

[Dr Atul - LNG]

Hi @moniquebrooks 

Are you refering to 1st or 2nd

1st one are sections, go to form layout and change the section name

2nd one is related list and we cant chaneg name.

[Anurag Tripathi · Accepted solution]

That looks like section names, you can change that without affecting the workflow (but test well in dev before promoting the changes to prod)

Navigate to sys_ui_section, filter on the table and view and you will get a list of sections, you can change their name.

OR Better

Right click on the form-> Configure -> Form Design

Change the section names here

[moniquebrooks]

excellent thank you so much, do these corrolate to the stages: Draft, Submitted, Screening etc?

[Anurag Tripathi · Accepted solution]

No , these are form sections, and these (Draft, Submitted, Screening) are states. You can change the form sections.

Is this thread answered?