Restrict Options on the basis of another property value

Developer Support APIs & Integrations
1

I have a property in Deal (i.e. Deal Type) when Deal Type is set to Non Billable, I wanted to restrict the user to move deal to Closed Won stage. Else if Deal Type is not Non Billable than user can move the deal to Closed Won stage.Is there any way around to do this ?

Thanks!

2

Hey @AIndustry you’re looking for deal pipeline rules, at the moment this is only available within professional and enterprise however!

3

I am using enterprise account, but I did not found any option to filter out Closed Won from deal stages when deal type is Non-Billable.

What I want is:

  • When deal type is Non-Billable, User should not move the deal to Closed Won stage.
  • When user changes dea type from Non Billable to Existing business or something else, now he should be able to move the deal to Closed Won stage.

I need those restrictions in real time.

4

Oh yes sorry! You can only set required properties for moving stages.

There’s a few workarounds you could do though:

1. Set up a workflow that triggers on a deal being moved to closed won - if the type is non-billable then the workflow moves it back a stage and notifies the user.

2. Set up a custom checkbox property - let’s call this “is billable?” but it can be whatever you want. Whenever the deal type is set to anything other than “non-billable” the workflow automatically checks this checkbox. If it’s set to “non-billable” it clears this checkbox. Then you can set your closed won stage to always require a value for this custom property. So unless it’s set as billable, and this checkbox is checked the deal can’t move to closed won.

5

I’d look at using seperate pipelines for billable and nonbillable items. That would just make reporting so much easier to work with as well as these custom stages you have