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+--- Thread: not jump sales stage (/showthread.php?tid=398)
not jump sales stage - rslemer - 08-31-2016
I wish user, cannot jump sales stage
For example
First stage prospecting
Second stage Proposal
Third stage Negotiation
Closed Win
Closed Won
Today, user can jump prospection ( first stage ) to closed win ( last stage )
I wish user, pass all stage in order
How can i get that?
RE: not jump sales stage - joebordes - 09-01-2016
two ideas come to mind:
1.- make the picklist readonly for the profile with the restriction and then add an action link that launches a workflow to go to the next stage
2.- add a validation on the module to impose this restriction for whomever you want
both require a little bit of programming but nothing complex
RE: not jump sales stage - rslemer - 09-02-2016
there any code example, for me starting a solution 2?
RE: not jump sales stage - joebordes - 01-05-2020
this project can help to accomplish this: https://github.com/coreBOS/ProcessFlowPerspective