Skip to content
English
Contact Us
Go to the JobNimbus Toolbox
  • There are no suggestions because the search field is empty.

I Am Unable To Edit Workflow Statuses. What Can I Do?

When attempting to update a Status in one of your Workflows, there sometimes arises some odd behavior that simple troubleshooting steps typically alleviate.

When I move a Lost Status to the bottom of the list, it jumps to the top of the list and changes to the None Stage.

  • Adding an additional Lost Status makes the previous one more stable. Try adding a new Lost Status and then making the needed changes to the original Status. 
  • Once the changes are saved, you can delete the Lost status you made to stabilize the original if needed. 

When I set a Stage on a Status, it reverts to None or the Status moves to a different spot in the list.

This happens when the Statuses in your Workflow aren't in Stage order. Stages must run from the top of the list down in this order: Lead, Estimating, Sold, In Production, Accounts Receivable, and Completed. The Lost Stage is the exception and can sit anywhere.

A Status with no Stage, or a Status out of order, keeps the Statuses around it from saving a new Stage. For example, an Accounts Receivable Status placed between two In Production Statuses causes this. You may also see the message "Your statuses should be kept in linear order based on the workflow stage."

  1. Click on your profile icon or initials in the top right corner. Then, select Settings from the dropdown menu.
  2. Scroll to the Workflows & Fields tab in the Settings menu, then select the Job, Contact, or Work Order Workflows option.
  3. Select the three dots to the right of the Workflow and choose Edit.
  4. Give a Stage to every Status set to None, starting at the top of the list. Include your Lost Statuses.
  5. Drag any out-of-order Status to the correct spot for its Stage.
  6. Select Save.
  7. Set the Stage on the original Status again.

Work from the top of the list down so a Status set to None never sits above the one you're editing. Check out how Stage order works.

If every Status has a Stage in the correct order and the Stage still reverts, follow the steps in the next section.

When I try to edit the None Stage for an existing Status, the Stage keeps reverting back to None. 

  • This typically happens with older Statuses that have been in the system for a while. They will not adopt a new Stage when edited.
  • When experiencing this issue, you will have to create a new Status with the desired Stage.

Note: Move all of your Contacts and/or Jobs to the new Status you created before deleting the old one. Bulk editing your Custom Reports makes this quick and easy to do.

I'm trying to drag a Status in the Lost Stage in between a Sold and In Production Stage, but it jumped to the top of the list. 

  • Try again. The second time it should go to the expected position. 
  • If the issue persists, log out and log back into JobNimbus before trying again. 

Advanced Workflow Statuses are not populating when I edit or create a new Status in my Workflow.

  • If you encounter this issue, try logging out of JobNimbus and back in before trying again. 
  • If the issue persists, try clearing your cache on your browser and then try again.