Status Management
What is Status Management?
Status Management is a set of features that ensure the Status field of Project, Cases, and Tasks records are accurate. A meaningful status allows users to easily report on jobs and track them through a workflow.
Case Status
Status Management is a set of features that ensure the Status field of Project, Cases, and Tasks records are accurate. A meaningful status allows users to easily report on jobs and track them through a workflow.
Auto Open Case
When this option is enabled, a Not Started Case with any in progress Tasks can specify to set its own status to In Progress.
As NetSuite does not have a Not Started Case Stage, this option must be configured to refer to one or more Not Started statuses. The openning status of the Case is defined by a Case Formula Text search column.
Auto Close Case
When this option is enabled, a Case with all completed Tasks can specify to set a closing status and move itself from a stage of Open, Reopenned, or Escalated to Closed. The Case End Date and Time fields are updated with the Completed End Date and Time fields of the last completed Task.
The closing status of the Case is defined by a Case Formula Text search column. This option is disabled by default.
Task Close Case
When this option is enabled, any completed Task can specify to set a closed status on its Case to move it from a stage of Open, Reopenned, or Escalated to Closed. The Case End Date and Time fields are updated with the Completed End Date and Time fields of the closing Task.
The closing status of the Case is defined by a Task Formula Text search column. This option is configured by default to close the Case when the Close Case field on the Task record is checked.
Update Status
This checkbox requests an update to the Status field of the current Case. This checkbox is automatically checked when a dependant Task record is created or its Status field changes.
A Case submitted with this field checked will schedule the NextService Scheduled : Status Scheduled Script with script deployment id customdeploy_nx_status. After the Scheduled Script has finished processing and updated the Status successfully, the checkbox will be unchecked.