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

Rodrigo Rojas
Rodrigo Rojas Member Posts: 57
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edited July 2022 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?

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,087 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs 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 Member Posts: 57
    5 Up Votes Name Dropper First Anniversary First Comment
    edited February 2022 #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 Pipedrive Team Posts: 3,087 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited November 2020 #4
    Rodrigo Rojas said:

    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!

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