Change to a specific status in a workflow depending on the value of a user-defined field

[Stefan]

Hi,

we would like to add more logic to our current workflow. First, we would like to add an additional status to the workflow -> no problem. Let say right now we have 6 different status in our workflow. You can also go forward or backward exactly one status (with a few exceptions). Now we want to add this new status between status 5 and status 6.

If the case is on status 5 it should only be possible to go to status 7, if one (or maybe two) user-defined fields have a specific value, for example "No". If one of those two user-defined fields have the value "Yes", then it should not be possible to change the status from 5 to 7 -> you must first change the status from 5 to 6 and then from 6 to 7.

Is that possible? How?

Regards
Stefan

[Jack Brickey · Accepted solution]

You can add conditions to your transitions to ensure hey Field has a specific value otherwise transitions are allowed. And you can add multiple conditions for multiple fields. However this is an "and" operation not in "or" operation. For example, if you have the following conditions

• custom_field1 = x
• custom_field2 = y

then the transition will only be allowed if both conditions are true. There is no provision for using an OR condition.

Of course there are Solutions using various add-ons you could consider.

[Stefan]

Thanks, Jack!