Arrow PSA includes standard Statuses for Project and Project Task objects, each with specific functionalities when creating and managing projects. Custom Status Configurations allow you to create custom statuses that function like standard ones, tailored to your business processes.
How to Use
- Go to Setup in Salesforce.
- Use Quick Find to search for Custom Metadata Types.
- Click Manage Records for the Status Config metadata type.
- Click New to create a Status Config record.
- Label – Name the Status Config using the format {Object Name} – {Custom Status}.
- Object – Choose the Salesforce Object: Project or Project Task.
- Field – Select the Status field.
- Value – Enter the API Name of the custom Status you want to function like a standard status.
- Category – Choose the standard Status you wish to emulate.
Use Cases
- If you have custom Project Task statuses such as On Hold or Blocked and want to prevent users from logging time against these tasks, create a Status Config for your custom status and select the Complete category. This will disable tasks with the selected custom status on the Timesheet, provided you have enabled the Limit to Open Project Tasks attribute for the Timesheet Viewer component.
