Complex Requirements for Stage Advancement
We are currently trying to tackle a problem with Section Cases. The basic problem is that we want more control over when Stages are allowed to advance and when they aren't, example:
One object serves as a parent object for another, each of these child records should be in a final status before the parent is allowed to advance from Implementation to Closed. How do we go about implementing this? Is there a way, even if it requires some coding, to limit advancement based on complex criteria like this? Specific combinations of fields being complete, or connected records having certain criteria met.
Additionally - using the elements available to us in the Section Case editor can cause problems where if certain criteria require a case to be rolled back to an earlier stage, any activities or any other processes we have set up for that stage will all fire again and create duplicate activity entries and what have you. Has anyone found a way to limit the case elements to only firing the first time a given object reaches that stage? This wouldn't always be necessary but is for some of our cases.
Thanks so much!