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Status Future consideration
Categories Reports
Created by Steven Schafer
Created on Apr 11, 2024

Enable filtering records on related tab by the workflow status rather than status category

What is the challenge?

Filtering on related items is based on the Aha category of status, not the custom workflow status of the workspaces, limiting our ability to filter what we want to view in related items

What is the impact?

This limits our ability to use the related items as the team has to then send this to view in report and then filter on the status they want to look at in a second screen

Describe your idea

Modify the filters to use either category (aha standard) or workflow status (configured logic in the workspace)

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