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:
- Client new request should be at 0, and can't move from 0 to anything else.
- Client can edit other fields while in 0, but can't modify anything else but stage once past 0.
- Support can only move from 0 to 1, 1 to 2, or 1 to 4.
- Client can move from 2 to 0, or 3.
- 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?
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/
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!