How to avoid change name of company and other date from fields with AUTOMATION?

Rodrigo Rojas
Rodrigo Rojas Posts: 42
Second Anniversary Photogenic
edited July 24 in Workflow Automation #1

I believe this is possible to do with automation inside Pipedrive.

We need to avoid that regular users change the following:

  • Company names
  • Certain custom fields (text)
  • Ownership of deals

Anyone knows how can we do it using automation?

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited October 2020 #2

    Hi @Rodrigo Rojas not sure if you can avoid it but you can definitely send an email to the manager/admin if certain users change any fields there. Then use the changelog in the item to revert it back.

  • Rodrigo Rojas
    Rodrigo Rojas Posts: 42
    Second Anniversary Photogenic
    edited February 24 #3

    Now it is totally possible to do it, just use the "before" status of the event when selected and it can be reverted.

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited November 2020 #4

    Now it is totally possible to do it, just use the "before" status of the event when selected and it can be reverted.

    Yep, you're right!