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Del Santos
Can i make the Sales Path as read-only to users?
Hi!
Anybody have an idea on how can I make the Sales Path on lead page read-only?
I do not want users to click on this path to mark it as complete..
I want them to use the Lead status field from the detail page to change the lead status..Once saved, the status will just reflects in the sales path section.
Thanks!
Anybody have an idea on how can I make the Sales Path on lead page read-only?
I do not want users to click on this path to mark it as complete..
I want them to use the Lead status field from the detail page to change the lead status..Once saved, the status will just reflects in the sales path section.
Thanks!
As per my understanding in this knowledge artical sales path has been assicoated with Record types. if user dont want to modify your path setting to restrict user to modifiy or create record type for that object user permission set. hoe this will work.
https://help.salesforce.com/articleView?id=000212199&type=1
Hope this will work.
Thanks
karthik
1. Add this Custom CSS to your Community:
2. Set the field-level security for the field that the path uses to be read-only for all relevant Community User Profiles, OR, create a validation rule which prevents editing this field.
NB: It is ESSENTIAL that you do step 2. CSS can be edited by any user client-side. Therefore you need to provide some server-side data protection (the field-level security or validation rule.)
Mark the attribute "hideUpdateButton" as false on lightning:path, implement a function for the "onselect" as follows:
There is no standard way for making lightning:path as read-only, instead once the user selects a stage, take corrective action by showing an error message and refresh the view so that the path goes back to default (or the one selected). Hope this helps.
I have done it for 3 profiles, you can keep on going with more profiles as per the requirement. sales_Status__c is my field which is controlled by the path.
Give a thumbs up if it works for you
No way to do this without code, and here is a sample that apparently achieves this: https://www.jitendrazaa.com/blog/salesforce/salesforce-path-read-only-lightning-component/
Other than that, vote this: https://trailblazer.salesforce.com/ideaView?id=0874V0000015MT8QAM
I built on @Justin Feldman's approach for our community and documented the solution that works for us.
Read only Sales/Stage Path on the Salesforce community (https://medium.com/me/stats/post/67f86c4d1432)