Dear Community,

Our business case requires us to prevent editting details and fields or adding new detail records after the opportunity has been closed (won or lost). We have some ways of doing it - run a business process that prevents write access, hide + button on details, disable save button, etc. 

 

But this use case sounds  a bit too common to us, as ideally, any opportunity must not be modified upon closure. 

 

We were wondering if there are any out of the box features that can handle this or any best practice that you all can suggest.

 

Thanks!

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Hi Shivani,

 

For section records, you can following this academy to block all fields based on lookup: https://academy.creatio.com/documents/technic-sdk/7-15/how-block-fields-edit-page

 

With this academy, it will hide all edit, add, delete action for detail also. But user can modifies by open detail edit page via double click action. If you want to prevent modifies details you can create process to update status to detail records and do the same with the academy above.

 

Regards,

Phuong Nguyen

 

The link provided by Phuong is a good route to go and the way I would do it. However, you can also do this in a process as well that triggers on a signal of opportunity modified where the stage is closed. You could just remove edit permissions for all access rights as well. Just thought I would mention this in case you wanted another approach. Note, if you go this route, you'll want to make sure any details on the opportunity inherit their permissions from the opportunity as well.

 

Ryan

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Can we add columns of an object to be selected in a custom lookup, similar to the data validation lookup? 

For e.g. in one lookup, can I have column Name, object and attribute where object = contact and attribute will have values as the columns in contact object.

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Dear Krishna, 

The mentioned data entry compliance lookup and it's functionality is build upon a few separate objects in "Completeness" package. 
In order to create the same lookup or implement the similar functionality you will have to check objects and pages from this package and create a new object with the same parameters upon which the new lookup will be created. 

Kind regards,
Roman

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Hi All,

For an on going project, in the contact centre, when a customer calls and asks for certain specific service requests, few (3 to 5) security questions need to be asked (based on the category and service selected for the case) to validate that the customer himself is calling.

For this, we are having a lookup to keep the pool of questions. Can we have the answers (object and it's columns where the answers are populated) also captured in this lookup? 

For e.g. for question "What is the birth date?", can we record the answer to be checked against Contact (object) > birth date (column) ? 

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Dear Krishna, 

It would be much more convenient to create a separate detail which would contain all questions along with an answers and all needed information. 
By the way, can you please specify for which section you would like to add the described functionality? Cases or any other? 

Kind regards,
Roman
 

Roman Brown,

Thanks Roman for the inputs.

Yes I would like to add the questions connected with cases section.

 

I had created a detail for the same in cases (given below).

Also creating activity connected to cases to prompt agent to ask questions and capture the responses for these questions.

 

Is there anyway these questions can be asked one by one in a UI ?

 

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Hi all,

         How can I attach params with "throw signal" in business process? Because I catch this signal, I want some params with it.

Thanks

Toàn

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Hello!

 

As for now, there is no such functionality. I will forward your case to the developer team and suggest them to implement this functionality.

Try using Sub Process, then you can pass param

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