We have multiple levels of employees able to access certain boards, but we don’t want everyone to be able to select certain statuses, such as Complete-Close Case. I would like to be able to set up restrictions that keep cases from being moved into certain groups unless it is a certain person trying to move them or the ability to set up restriction automations that will not let cases get moved into certain groups unless certain columns are filled in.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Limit status selection based on other criteria | 1 | 1060 | September 17, 2024 | |
| Status Permissions | 5 | 3381 | August 12, 2023 | |
| Automation only to specific item | 0 | 145 | June 19, 2024 | |
| Restricting Status Column changes, but can still drag and drop | 1 | 1168 | April 20, 2023 | |
| Convenience Request: Automate connection between status and groups | 1 | 427 | July 4, 2024 |