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Hello, 

I am trying to restrict clients to modify to some stage.


I have managed to add a custom field in addition to stage_id:

0

New

1

Progress

2

Trial

3

Done

4

Replace

The rule as follows:

  1. Client new request should be at 0, and can't move from 0 to anything else.
  2. Client can edit other fields while in 0, but can't modify anything else but stage once past 0. 
  3. Support can only move from 0 to 1, 1 to 2, or 1 to 4. 
  4. Client can move from 2 to 0, or 3. 
  5. Once it is at 3 and 4, the record can't be modified by both parties. 

I was able to create custom field using selection, and using record rules, I have been able to restrict user from modifying 1, and 2, but the user can still move from 0 to 2 and 3, or back from 3 to 0. 

How do I restrict the new value from being selected?

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Automated Actions / Automation Rules should allow you to block users from changing the stage (based upon rules). This might help: https://odootricks.tips/about/automated-actions/use-automated-actions-for-validation/

Author

Hello Chris,
I don't have of the option to create automated action. Is the any other way?

I'm not aware of any other way!

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