Change States in process flow in audit workspace overview tab

RandiReyna
Tera Contributor

Hi All,

 

I'm trying to update the states on the overview tab of the issue record in the audit workspace and are having difficulty linking the data. Can someone please advise what exactly I need to change to get this working? I'm also having issues changing the process flow in the overview tab on the engagement record. Any help is appreciated.

Screenshot 2024-12-13 at 10.24.22 AM.png

 States needed for engagement are 'Scope', 'Closed Complete', 'Closed Incomplete'.

 

Screenshot 2024-12-13 at 10.25.36 AM.png

 

States for issue need to be 'New', 'Reissued', 'Closed'.

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