Allow Users to Create Custom Status Options

Question

Opened this issue 5 years ago · 0 comments

Feature Request

As a user, I want to create status options that make sense for my business.

I'm not sure what the best way to do this is since it may not be a commonly needed feature. There are two solutions that might work:

Create filters that lets users change the status options through code.
Create a settings page that lets users edit existing status options or enter new options.

In either case, due to how the plugin is set up there are a few places where these status options are used.

There is the display of the options with an array of the value saved to the database [key] and the option that is displayed to the user on the screen [value]
There is the sanitization of the previously mentioned keys so that only valid values are saved to the database.
When running an import, a separate sanitization check is run to allow for non-hyphenated versions of valid statuses to be saved with the correct key to the database. For example, the database is expecting not-set but an import file may have not set (no hyphen). The sanitization has an array correct and incorrect keys associated with the correct values. Example: $status = array( 'not-set' => 'not-set', 'not set' => 'not-set' [and so on] );
In the reports section, each tab has options that can be selected (i.e. show all opportunities that were "won"). These menus should be able to select custom status options.
There may be other places where these status options are used. Need to look into this.