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Sanch.S Status Restrictions based on User
Hi All,
I have
User set: 4
Total Statuses: 10
What I want to archieve is based on the status, I want to restrict the available statuses that are available to the user set and also control the status flow for some users. If the status is "Verified" then the next status should only be "Manage Signed Off".
I know I can do this through code, but I was wondering if there is a better way to do this through existing functionality. Thanks.
Sanch.
Try work flow...
You can control this via Validation Rules, but they would not control the display of available status values, only prevent a user from selecting the wrong one.
As an alternative solution, you could use Record Types and Workflow Rules to flip the Record Type at each status change and only show the list of status values appropriate for the next step.