1. Improve the process of tracking and capturing key details related to a pipeline record.
   
2. Avoid incomplete and bad data in the Pipelines module.
   
3. Maintain consistent information across the Pipelines module.

Availability

Permission

Users with administrator profile can create and manage transition rules and restrict pipeline record closure.

To create transition rules  

1. Log in to your Bigin account with administrator privileges
   
2. Go to Settings > Sub-Pipelines and Stages > Stage Transition Rules.
   
3. Select the desired team pipeline and sub-pipeline from the dropdown.
   
4. Click +New Rule.
   
   
5. In the Create New Rule pop-up, enter the following:
1. From Stage: Choose a desired source stage from the dropdown. Select Any Stage if you want the fields to be filled out whenever a pipeline record is moved to the To Stage irrespective of the source stage.
   
2. To Stage: Choose a destination stage from the dropdown. Whenever a pipeline record is moved to this stage from the From Stage, Bigin will prompt the user to fill the fields specified in this rule.
   
   
3. Mandate information to be provided: Here, you can mark certain fields as mandatory, such as the following:

• Fields: The user must fill out certain fields in order to transition the record to a different stage. 

• Notes: The user must add a note has to be added to the record to move the record from one stage to another.
  

• Files: The user must attach files to the record to move the record from one stage to another.
  

• Checklist: You can create a checklist of all the to-do items that need to be completed in order to move a record from the From Stage to the To Stage.
  

• These checklist can also be seen in records' related lists. Users can check off the actions completed and partially save them. Saved actions can also be undone
  

•  You can also move to the respective stages directly from here. If some of the mandated fields still aren't completed, a pop-up is displayed. The Save button becomes a Move to Next Stage button after all mandated fields are completed.
  
   



6. Click Save.
   Once this rule is saved, users will start seeing the prompt below whenever they move a pipeline record between the stages specified in this rule. Users must fill the fields mentioned in the rule in order to move the pipeline record to the destination stage.
   

Note:

1. You can create up to 30 transition rules for each pipeline. 
   
2. Each transition rule can have a maximum of five fields to be filled during transition (including notes).
   
3. Checklists should have at least one checklist value and can have a maximum of 10 values.
   
4. Stages/pipelines associated with transition rules cannot be deleted.
   
5. No two transition rules can have the same from and to stages.

Restrict pipeline record closure   

1. Log in to your Bigin account with administrator privileges.
   
2. Go to Settings > Pipelines and Stages > Stage Transition Rules.
   
3. In the Restrict Pipeline Records Closure tab, click +Stage.
   
4. Select the stages in the desired pipeline from which users should not be able to close the pipeline record directly.
5. Click Save. 
   Once this is saved, users will start seeing the below message whenever they try to prematurely close a pipeline record from the specified stages.
   

1. When generating a new stage transition rule that moves from an open stage to a closed stage, if closure restrictions are currently active for the given source stage, creating the rule with that specific stage combination will not be permitted.
   
   
2. If you intend to set up closure restrictions for a stage that already has an existing stage transition rule involving any of the closed "To Stage" choices, enabling a restriction for that stage will only be possible after removing the pre-existing stage transition rule. We will guide users through this procedure with appropriate prompts.