Question

How to lock and unlock the record in Cases Stage?

Hi,

I want to lock record in CASES STAGE like in "Order section Confirmation Stage" lock the record untill Approval Accept/Reject in other stage unlock the record.

How can i achieve this?

Thanks in advance?

 

Regards,

Suresh. 

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3 comments

Dear Suresh,

It can be easily implemented by enabling Approvals in the section, creating an approval task and making it required.

You can find more guidelines here:

And here:

With best regards,

Oliver

Thanks for reply,i  locked the stage using "making it required" but unable to lock other fields in record and  stage goes to backward direction.

Dear Suresh,

In case you want to make certain fields non-editable for certain stages you can try creating business-rules selecting stages for condition.

As for the stage going backward and your screenshot, is there any chance you can share more screenshots and description? You can also send an email to support@bpmonline.com in case you face any issues as it will be easier to provide more specific information for investigation.

With best regards,

Oliver

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