Hi,
I have some issues with updating contract statuses becuase of the status categories and would need some assistance.
My customer has an org where they recently has created 3 contract statuses "Work in Progress", "Activated" and "Inactive". They have assigned the status categories accordingly:
Work in Progress = Draft
Active = Active
Inactive = In Approval Process
Now they are blocked from moving a contract from active to inactive becuase of the status categories (In approval process is not accepted after the contract status category has been active, which locks the record. I can't replace the values, since I get an error message that a value can't be changed to another status category, but what I would like to do as a workaround would be to have the following status category mapping:
Work In Progress= Draft
Active=In Approval Process
Inactive = Active
How can I update this in the best way? I'm thinking of a solution where I would do a backup of the data, try and rename the status labels and API names, and then reimport them to new statuses with the correct status categories, but I'm afraid that I would be blocked for the contracts that has been in the status category "active" from updating to another value.
Anyone has an idea of how I can go about it?
,
1. Create new status values with the correct status categories:
- Work In Progress_v2 → Draft
- Active_v2 → In Approval Process
- Inactive_v2 → Active
2.
Update existing Contracts to use the new status values using Data Loader or Data Import Wizard:- Example: Change all contracts with status Active to Active_v2.
3.
Deactivate the old status values
(Go to Setup > Object Manager > Contract > Fields > Status > Deactivate the old ones)4. (Optional)
Rename new statusesto match the original labels (so users don’t see _v2).
If this works for you, please mark it as the accepted answer. so it can help others too
