Hi!
I would like to know if I can make a stage of a DCM lifecycle non editable by using business rule. When the stage is inactive, I want the owner to not be able to change it.
Thank you!
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Hello!
The Case Designer section controls the DCM stage's availability.
You can learn about the Case Designer section in this article on the Creatio Academy:
https://academy.creatio.com/docs/user/bpm_tools/dynamic_case_setup/case…
You can also use a business rule to show or hide columns based on lead stages on a page.
Bogdan,
How, please, have you some samples or article?. I want to block DCM until some conditions in the record are done and not idea how to do
Julio Falcon (Cibernética),
I am sending you a link to an article on building business rules, for your familiarization: https://academy.creatio.com/docs/user/nocode_platform/freedom_business_…
Also, you may find this article from Community with a similar query useful: https://community.creatio.com/questions/lock-lead-record-edition