Posted: 20 Feb 2018 16:05 EST Last activity: 10 Jan 2019 5:23 EST
Customize Agile Studio Status Lists and Values
My client has asked me to report on construction progress more granularly than the out-of-the-box Agile Studio (v 7.3.1) statuses allow. I'm sure I can leverage tags to do this, but would rather customize the values in the various status lists. Is there a way to do this?
I was able to add new values to status dropdowns using the existing case lifecycle stages. I didn't want to mess with the stages. It certainly isn't easy, intuitive, or end user friendly like other COTS solutions, but it is possible. You do need an unlocked ruleset, and some technical knowledge to do this, as it involves creating field-values, and editing when-rules.
I have found the solution to your problem as it was also mine.
You have to follow these steps.
1) Create your own statuses
Create new field values for pyStatusWork and StatusName with status values you need and put them in the specific class you need them (e.g. PegaProjMgmt-Work-UserStory, PegaProjMgmt-Work-UserStory-Epic and so on...)
2) Modified a when condition
Within the DTs used to populate the status dropdown, Pega uses the following when rules
You have to modify them adding a condition as you need. For example, my need was to add Pending-Prototyping status in the sizing stage for User Stories, so I have modified the SizingStatuses when rule, adding a new condition (see the condition D in the attached when rule screenshot example)
3) Flush data pages
You have to flush the following Data Pages in order to "update" the dropdowns, in the following order.
That's almost all and, for me, it works. Just try and then let me know if this solution works also for you.