Case.Status — state machine

Case State Machine — Status

Generated 2026-04-22T08:14:24.040Z via PWG Salesforce MCP. Shows the 8 active Status values and which Flows fire when a record is in each stage.

State diagram

Shows stage-specific Flow hits. A Flow binding of ‘any’ means it’s triggered on every Create/Update with no stage filter — shown in the ‘Any stage’ swimlane below.

Flows per stage (StageName EqualTo)

Stage	Flows that fire while in this stage
New (New)	—
Not Started (Not Started)	—
Waiting for Further Information (Waiting for Further Information)	—
Draft In Progress (Draft In Progress)	—
Paraplanner Review (Paraplanner Review)	—
Vetting (Vetting)	—
Draft Delivered (Draft Delivered)	—
Completed (Completed)	Paraplanning: Close Tasks Once Completed

Flows filtered by ‘NotEqualTo’ stage (fire on every stage EXCEPT)

None.

Flows with no stage filter (fire on ANY stage change)

These flows will execute regardless of which stage the record is in. They’re the most dangerous for run-order and recursion issues.

Flow	Trigger	Creates Tasks	Updates Objects
Case - Actions on Update After Update Flow	Update	Send Wholesale Advice Doc And Application Form To Client	Opportunity
Paraplanning: Assign Work When Case Created	Create	TaskSubjectDocCollection; TaskSubjectDocCreation; TaskSubjectDocReview; Loop_through_vetting_review_tasks.Task_Sub_Type__c; Get_Doc_Creation_Task1.Task_Sub_Type__c; Get_Doc_Creation_Task.Task_Sub_Type__c	AllocationDecision__c
Paraplanning: Email If Employee Available Hours Negative For Day	Create	—	—
Paraplanning: When reviewer assigned update review task	Update	—	Task

Stages with ZERO Flow hits (potentially unused)

7 active stage value(s) have no Flow filtered to them by EqualTo. Either they’re handled by ‘any-stage’ Flows, by Apex triggers, or they’re dead picklist values.

Stage	Label	Default?
New	New	✓
Not Started	Not Started
Waiting for Further Information	Waiting for Further Information
Draft In Progress	Draft In Progress
Paraplanner Review	Paraplanner Review
Vetting	Vetting
Draft Delivered	Draft Delivered