INTELLIGENT WORK FORUMS
FOR COMPUTER PROFESSIONALS

Member Login

Come Join Us!

Are you a
Computer / IT professional?
Join Tek-Tips now!

Talk With Other Members
Be Notified Of Responses
To Your Posts
Keyword Search
One-Click Access To Your
Favorite Forums
Automated Signatures
On Your Posts
Best Of All, It's Free!

*Tek-Tips's functionality depends on members receiving e-mail. By joining you are opting in to receive e-mail.

LINK TO THIS FORUM!

Tek-Tips LinkedIn^® Group

Join our
LinkedIn^® Group!

Hook up with past and present colleagues and classmates quickly.

Partner With Us!

"Best Of Breed" Forums Add Stickiness To Your Site

(Download This Button Today!)

Feedback

"...I also believe that we all can contribute to each other's growth by sharing knowlege and experiences. I would love to take my skills and help people around the world solve problems..."

More...

Geography

Where in the world do Tek-Tips members come from?

Click Here To Find Out!

Tek-Tips Shirts!

Get your
Tek-Tips Forums
SWAG here!

Home > Forums > Enterprise Applications > ERP and CRM Solution Vendors > Microsoft: CRM Forum

Controlling Workflow Order

Read More Threads Like This One

bustell (Programmer)

16 Sep 11 8:16

With MS CRM 2011, is there a way to control the values of a drop down value based on the current dropdown value?

For instance we would like to control the order of statuses for a support case. First status would be "Reported." From reported the status could be changed to "In Progress." From "In Progress" the status could change to "Waiting for Customer" or "Waiting for Fix" or "Researching" or "Closed." All three of the previous statuses could go back to "In Progress" but not "Reported." From "In Progress" you could go to "Closed" but not back to "In Progress."

So if a case is in an "In Progress" status, the user would only be able to see "Waiting for Customer" or "Waiting for Fix" or "Researching" or "Closed" but could not see "Reported."

Hope that made sense. I'm very new to CRM. What are the possible ways I have to go about this?

Thank you,

Pat B

Reply To This Thread

Posting in the Tek-Tips forums is a member-only feature.

Click Here to join Tek-Tips and talk with other members!

Back To Forum

Back To Microsoft: CRM