Update Project Status

Overview

The Update Project Status step updates the status of a project or claim that is linked to the return. This is used when returns are part of a larger project workflow, such as warranty claims or customer service cases.

Identifier

Configuration Properties

This step has no configurable properties. The target project step is not set on the workflow step itself — it is derived from the return status. Each return status carries a ProjectWorkflowStep property naming the project workflow step the linked project should be moved to.

Behavior

What It Does

1. Checks if the return is linked to a project/claim (via the claim's project)
2. Retrieves the associated project
3. Resolves the return status that matches the return's current status
4. Reads the ProjectWorkflowStep property on that return status to determine the target project step
5. Moves the linked project to the matching project workflow step

Prerequisites

• Return must be linked to a project
• Project must exist and be accessible
• The matching return status must define a ProjectWorkflowStep property, and that step must exist on the project

Side Effects

• Changes project status
• May trigger project workflows
• Updates project history
• Affects project reporting

Business Cases

When to Use

• When returns are part of warranty claims
• Customer service case management
• Tracking grouped returns under projects
• Multi-step return approval workflows

Example Scenarios

Warranty Claim Return processed for defective item under warranty claim project. Step updates project status to "Claim Resolved".

Customer Service Case Return completes a customer service issue. Step updates project from "In Progress" to "Resolved".

Quality Investigation Defective item return linked to quality project. Step updates project to "Under Investigation".

Sample Configuration

{
  "Name": "UpdateProjectStatus",
  "Active": true,
  "TranslateKey": "WorkflowStep_UpdateProject"
}

The target project step is configured on the return status (via its ProjectWorkflowStep property), not on this step.

Error Handling

Related Steps

• Update Order Status - Update original order
• Notification - Notify about project updates