Bryan,
You can also create a synchronous workflow that will run when you try to close an opportunity before your user reaches the end of the Business Process Flow:
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Thanks.
Nelson Johnson, Solution Architect
BroadPoint, Inc., Bethesda MD
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Original Message:
Sent: Jan 22, 2020 09:37 AM
From: Bryan Wood
Subject: A Way to Restrict Closing Opportunities in a View
Recently, one of our users stumbled on to a way in which they were able to bypass all the stages in our business process flow (and as such leaving out required information to progress) by checking an opportunity from a View and closing it via the command ribbon at the top of the screen. From what I've already been able to find it seems like an all or nothing approach when it comes to limiting accessibility. Is there any way to possibly hide these buttons from the ribbon for just the users without taking away their privileges to close Opportunities altogether? Or rather is there a way to only allow them to close out Opportunities from the actual record so they're forced to enter all necessary information in order to continue through the business process stages? If not, any best practice tips for user adoption/training would be appreciated as well!
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Bryan Wood
Cherry Bekaert
Richmond VA
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