Switching to a stage manually
There is stage 1 and stage 2
At stage 2, it is configured to switch to this status if the status of the IM has changed to X
We need to make sure that only employees of the specified roles can switch manually to stage 2 + automatically IRs (if the status has changed)
Please tell me how to set up
Original question is available on version: ru
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
At stage 2, it is configured to switch to this status if the status of the IM has changed to X
We need to make sure that only employees of the specified roles can switch manually to stage 2 + automatically IRs (if the status has changed)
Please tell me how to set up
Answers:
There are different actions to prohibit switching stages, for example, one of them is "Prohibit switching the stage for employees, except for the selected roles"
15.07.2021, 14:45
Original comment available on version: ru
Evgeny Kruglov wrote:
There are different actions to prohibit switching stages, for example, one of them is "Prohibit switching the stage for employees, except for the selected roles"
Switching from the UA will work from the author/responsible, and if it is forbidden for him, then the UA will not work either.
15.07.2021, 14:52
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
And if you change the author / responsible beforehand?
15.07.2021, 14:56
Original comment available on version: ru
Evgeny Kruglov wrote:
And if you change the author / responsible beforehand?
This solution is not suitable
15.07.2021, 15:32
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор
Original comment available on version: ru
Please tell me how to set up
No way - it needs to be improved, for example, the check in the prohibition action so as not to check the switches in the crown (even if on behalf of some user). Such a refinement, for example, into the action "Prohibit switching the stage for employees, except for the selected roles" will take 2 hours
15.07.2021, 15:34
Original comment available on version: ru
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