Help needed: stopping users from manually changing the Opportunity probability percentage

💬 General Discussion
1

Hi, hoping somewhere out there can help!

We have a problem where we want to stop users manually amending the Opportunity probability percentage field in the detailed edit view. We would like it to be entirely controlled by changing the sales stage alone, and only display the percentage value that applies on screen after selection.

I’ve been looking around for a solution to this for a while and can’t quite find what I need. Setting the field to readonly for example is straightforward, but in doing that it’s no longer updated when the sales stage changes, which ins’t what we want eithe.r

Has anyone else faced this before and come up with a good solution? I would have thought it would be a common ask, but can’t seem to find anything out there on it.

Thanks in advance.

2

Hi, welcome.

Are you a PHP developer?

You could do a before_save logic hook that keeps many changes from occurring, but can still save a new value if the status was changed. You can also use this to implement a fine-tuned percentage with more of your own conditions/logic.

https://docs.suitecrm.com/developer/logic-hooks/

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