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Request Statuses

Create, reorder, and configure custom request statuses and transitions

Request Statuses

Request statuses define the stages of your delivery workflow, such as pending, in progress, review, and completed.

Create or Edit a Status

  1. Open Request Statuses in the team workspace.
  2. Choose Create Status, or edit an existing status.
  3. Enter an internal name using lowercase letters, numbers, and underscores.
  4. Set the display label and color.
  5. Choose whether it is active or the default for new requests.
  6. Configure allowed transitions where available, then save.

Status management requires edit_requests. Updating an individual request's status uses update_request_status, so managing definitions and changing a request are separate permissions.

Order and Default

Drag statuses using their handles to arrange the list. Set the default to the status new requests should start with. Choose another default before trying to deactivate the current default.

System statuses cannot be deleted. A custom status that is still used by requests also cannot be deleted; move those requests to another appropriate status first.

Allowed Transitions

On a status's edit page, choose the destination statuses allowed from that stage. With no configured transition restriction, the available active statuses are returned as choices. Review the request form and board after changing the workflow so the available choices fit your process.

Troubleshooting

  • Status missing: Check whether it is active and permitted from the request's current stage.
  • Cannot delete: Check whether it is a system status or still used by requests.
  • Cannot deactivate default: Select another default first.
  • Cannot update a request: Check the separate status-update permission.