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Workflow

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Jeremy Tatro
Jeremy Tatro Oct 04, 2023

I created a custom workflow for one of my projects. I noticed that when I change the status from In Process to Resolved, it no longer allows me to mark it done and does not allow me to make comments like I can on other projects. It just changes the status to Resolved. I want to be able to click on Resolve and then choose what action to take and leave a comment for either the customer or an internal comment.  Can someone provide guidance on what I need to do to allow this to happen? 

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Benjamin
Benjamin
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Oct 04, 2023

Hi @Jeremy Tatro ,

 

You will need to add a resolution screen to the resolved status. What you do is create a screen with resolution field. Then add it to the resolved status in your workflow. Once you move it to resolved, you'll be prompted for resolution option and a box for comment. 

 

-Ben

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Jeremy Tatro
Jeremy Tatro Oct 05, 2023

Thank you for your help

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Benjamin
Benjamin
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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Oct 05, 2023

Most welcome. Also, welcome to the community!

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