Hi,
When moving opportunity stage to completed, I want to make sure user completed specific things. (Created an order and more) and enforce to complete if not.
I added a sub process element to the completed stage, it runs a BP that check all things I need and return true/false.
I set the change step after element is complete to- 'if BP result == false then move stage to 1 stage before completed.
It works nice, but I want to explain the user why he can't move stage to completed.
Prompt a message or anything else that can show a message saying 'You can't move to stage completed before creating an order...'
Hoping for a positive reply.
Thanks,
Chani
Like
I used https://customerfx.com/article/sending-a-message-from-server-side-c-to-… article for this.
I used https://customerfx.com/article/sending-a-message-from-server-side-c-to-… article for this.
Chani Karel,
This is splendid example.
We don't have much examples on it, because the out-of-the box logic of DCM is not usually changed.
But please also check this information, yo can try to override some logic due to your business task.
https://community.creatio.com/questions/show-confirmation-dialog-confir…
Also please check this post:
https://community.creatio.com/questions/overrride-click-event-workflow-…
Here is another tip by Ryan, could be useful for you:
https://customerfx.com/article/triggering-an-event-when-a-field-is-chan…
Best Regards,
Bogdan L.