Why Can’t I Move a Card to Another List?
If you receive an error when trying to drag a Card and drop it into another List, follow the steps in this article to correct it.
To Correct the "Status not Applicable" Error
- Check to make sure the Status you are trying to change the record to does not belong to a different Workflow type. Records cannot be moved from one Workflow to another.
- By editing the Board, you can adjust what Workflows and Statuses appear within your Lists. Notice the Status column and how it is configured.
- For example, if you have assigned "Residential Retail - Lead" to that List, only records within the Residential Retail Workflow will be able to move over.
- If a Status name appears in more than one Workflow, you can assign a List to "All Workflows - [Status name]" to allow records of any Workflow to appear once they are assigned to that Status.
- Keep in mind that the name of the Status must be identical across all Workflow types for this to work.
- If you have Advanced Workflows enabled, make sure that you have access to update the Status.
- When editing a Workflow, check the Access Profile column next to the Status to ensure you have the permissions to send the record to that specific Status.