Temporarily Reordering Lifecycle Stages

[dthomp43]

Hello! I have a question about lifecycle stages and workflows.

What happens if I rearrange lifecycle stages, run a workflow that updates the stage on specific records, and then I put the lifecycle stages back in the original order?

Here's my current scenario: I have many records with a lifecycle stage of "Other". I want to change these to "Customer" via a workflow, but received the following error message: "The lifecycle stage couldn't be updated because it would have been set backwards. Lifecycle stages are only meant to progress forward, down the funnel".

I'm getting the message because currently, "Other" is listed after "Customer". If I rearrange the order of these two so "Other" is listed before "Customer", and then run a workflow that updates every record with a lifecycle stage of "Other" to "Customer", will I run into any issues?

When the workflow is complete, and all records have been updated from "Other" to "Customer" should I revert the order to what it was originally?

[karstenkoehler · Accepted solution]

Hi @dthomp43,

Instead of reordering, you can also simply clear the value - them set it again. In workflows, you would use the 'Edit record' workflow action to do so. Once cleared, you can set any lifecycle stage 🙂

Best regards

[dthomp43]

Welp, that sounds like a pretty simple solution!

[dthomp43]

I assume I could then use a workflow (or maybe even the same workflow) to update the those I just cleared to "customer"? I have over 600 that need updating so don't want to do it manually if I can avoid it. 

[karstenkoehler]

Sure, @dthomp43 you can first clear it, then set it, both times with the edit record action.