Set Final Goal Status Block

This block is a companion to the Set Desired Matter Outcomes (Goals) block. That block sets the goals for a case and this block sets the final status for those goals.

This block is typically placed on a case closing form, and prevents a case from being closed if any of the goals are still set as "Planned".

If no goals have been set, the user will see:

The Status values are set in Admin > Lookups > Goals Status.

Configuration Options

  • Show All Goals
  • Use enhanced features
  • Select goal statuses to trigger outcomes (requires enhanced features)
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