Hi community,
I would like to implement a lock record for a Lead according to its stage. I am trying to implement a Business Rule with the stage (disqualified) as condition, but I can´t find a 'make field read-only' action. Any thoughts?
Thanks.
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2 comments
13:11 Aug 10, 2018
Dear Danilo,
You can use "make field editable" action for this purpose. So instead of:
If stage = disqualified
Then make field read-only (not editable)
Use the following logic:
if stage ≠ disqualified
Then make this field editable
In this case all stages except disqualified will have fields editable and disqualified will make all field non-editable.
Oliver
23:31 Oct 05, 2018
Oleh Chudiiovych,
Sorry for taking so long in answering this. It worked for me and I have the solution in production now. Regards.
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