We have legal cases that are tied to opportunities that a Sales Rep can create for our legal team. Our legal team requested that when an opportunity is Closed Won or Closed Lost, they want the legal cases to automatically close, so we created a Process Builder and flow to do so.
Our legal team then requested to lock down certain fields on the legal case, including Case Status. I have found that we could not include Case Status or else the process that we built will fail (the sales rep who triggered the workflow needs to have the ability to edit the status field).
Although the legal team and sales team use different page layouts, the Cases Status field is required, so it cannot be read only.
Does anyone have any suggestions on how to create an automated way to close cases when the opp is closed, while locking down the ability for the sales team to update the case status?
Thank you!
21 件の回答
Hi Brittney,
You could use a Validation Rule on the case object to ensure the status field is not changed after it is closed. If you aim to lock the status field to the Sales team only then you can use a Validation rule that prevents them from changing the Status field.
