Permission to change stage by Business Process

Hi community,


I have created a business process for the Lead. There is a stage named "Converted" to show that the Lead is converted to Opportunity.

But I have to check the Account of the Lead if the Account has the status: "Green" - a look-up field, the user could allow changing the Lead Stage to Converted. If the Account doesn't have the status, then the Lead is not allowed to change the Lead stage


Is there any way for me to set it up?


Thank you!

Like 0





Unfortunately, in the case of designer - it is not possible to do this.


Our recommendation is to regularly check the status of the object and interrupt the preservation process if necessary.

We were happy to help! 

Show all comments