Editing a field constraint for a milestone

The field constraints that you define for a milestone affect the behavior of the fields in a case at that milestone, and at any subsequent milestones.

For example, your agency might not allow the primary site to be changed after a case has reached an Inspections milestone. If you set the Primary Site constraint to display-only at that milestone, it is automatically set to display-only for the subsequent milestones as well.

  1. Select Code Enforcement > Setup > Case Workflow.
  2. In the Case Types tree, select the Field Constraints node for the correct milestone.
  3. Enable editing in the grid and select the constraint item that you want to edit.
    See Field constraint items.
  4. Select the correct option from the Setting list.
  5. Click Save.