Only Admin User can change status from final to other
Hi community!
How I can achieve case:
Only users assigned to the System administrator role are possible to change the Lead stage if its value is final positive (from final positive to any other). For each other stages, all users can change this value.
I need a solution like the business rule: if the user's role is Admin & the stage is Satisfied then the stage is editable.
Other fields should be editable (cannot remove edit access to the record on the Satisfied stage)
Like
Dear Paulina,
This can be achieved by using a case setting. Just add intermediate stage between final and any other stage and use option "Restrict this stage to specific users or roles" for all roles except Admin. This will allow to change the record from the final stage only to them and mark that the stage was changed for ordinary users.
Best regards,
Angela