Make field read-only for certain roles, once reached a certain stage?

[Russ]

Hi!
Can't find a workaround, maybe someone knows?

We have a few stages on the kanban: "Stage A", "Stage B", "Stage C", "Cancelled"
How can I setup a system in such a way so users with role 1 can select only Stage A, Stage B or Cancelled?
But if stage is "C" he can see it, but cannot change it

In other words:
If ($stage not in "Stage A", "Cancelled"){
make stage field read-only for the role A, or allow to change to "Stage A", "Cancelled"
}


Thank you!!!

[rabii]

hi Russ

I think this will help.
the package developed by telecastg could help you achieve this.

check out how it works on this thread https://forum.espocrm.com/forum/deve...gic-conditions

good luck

[Russ]

hi Russ

I think this will help.
the package developed by telecastg could help you achieve this.

check out how it works on this thread https://forum.espocrm.com/forum/deve...gic-conditions

good luck

Thank you, will check!