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Categories Account settings
Created by Danny Archer
Created on Apr 28, 2018

Allow custom statuses to inherit from product line

The update to allow customizing the default status is great.

However, it doesn't solve the problem where we have multiple business units in a single account and each business unit has their own distinct workflow for their portfolio of products.

Setting the default allows one business unit to be happy - but at the expense of the others not being able to realize the same benefit.

What we need is for statuses to be inherited similar to custom fields where a custom status set at a product line is automatically applied to all newly created child products.

  • ADMIN RESPONSE
    May 18, 2022

    Create custom workspace templates

    Standardize the way you set up new workspaces so teams follow the same approach. Create a template with predefined workflow statuses, custom fields, automations, and more. This update is available for customers on our Enterprise+ plan.

    Checkout the blog post for more details.

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  • Stacy Monnahan
    Reply
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    Feb 17, 2022

    I currently have 61 work spaces under a single integration template. It would be great if I could apply a workspace template in bulk when changes are being applied to any setting. Going through and updating the work spaces is tedious and time consuming. This functionality is ESSENTIAL to anyone trying to administer anything of this size. We cannot make any changes without them being painful and the system wasn't set up correctly from the very beginning so I'm feeling so overwhelmed and buried in the most basic of changes to ensure that maintenance moving forward is easier so I can move out of this role. Please complete this SOONER THAN LATER!!!!

  • kanak l
    Reply
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    Jan 27, 2021

    Its a lot of manual work to change the workflow at individual workspace level. There should be an option to inherit the master workflow in order for consistent reporting

  • Cyril Bousquet
    Reply
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    Oct 8, 2020

    Agreed. The integrations should also not loose the status mapping when switching between workflows if the statuses in that workflow have the same names.

  • Paul Dickie
    Reply
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    Nov 29, 2019

    essential functionality.

  • D D
    Reply
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    Jul 30, 2019

    Agree on this. It's such an oversight that I can't believe this was released without consideration. The Product line workflow should be able to be the same as a product workflow. It's insane that this is not the case. 

  • Shawna Wilson
    Reply
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    Mar 30, 2019

    To reiterate what the 2 people stated before me, we really need this ability within the tool. Within our organization we have more than 800 products and product lines. Applying the workflow individually means hours of tedious manual updating. It is imperative to be able to apply to many or all of our organization hierarchy quickly.

  • Guest
    Reply
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    Oct 5, 2018

    Fully agree with previous comment, I would like to define the workflows at a Product Line level and ensure all the products underneath can simply inherit from above instead of relying on a default workflow.

    1) if I create a new workflow, I don't need to change each and every product manually
    2) if I have different divisions working with different workflows they can all make sure all their products are using the same

  • Julia Doyle
    Reply
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    Jul 13, 2018

    If we decide to make a change to our feature workflow for handful of products, it is incredible annoying to have to select each and every product and change the workflow individually. If I could apply the workflow to multiple products at once, or set it at the product line level and have that inherited by all products beneath it, that would save me a ton of time. 

  • +8
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