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How to restrict stage flow in opportunity?

Atchuthan - Technical Consultant, Sodexis Inc
on 11/7/13, 9:09 AM 1,056 views

Hi friendz,

I have a doubt regarding the change in stages at Opportunity window done using

<field name="state" widget="statusbar" />

New --> Qualification --> Proposition --> Negotiation --> Won --> Lost

Is it possible to restrict the flow i.e. when state="Qualification", the state cannot transition from "Qualification" to "New".

Thanks & Regards,



Fabien Pinckaers (fp)

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Fabien Pinckaers (fp)
On 11/7/13, 10:15 AM

You can use the base_action_rule to trigger an action on a specific modification like the stage that changed from qualification to new. (the action can be: set to qualification again).

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Asked: 11/7/13, 9:09 AM
Seen: 1056 times
Last updated: 3/31/15, 5:36 PM