Workflow action: Traffic light (Block on client type)
Traffic light workflow actions allow you to block a progress button until certain criteria are met. This workflow action blocks based on the type of client and is designed to permanently block the progress button, typically you may have two options and want to ensure the user presses the appropriate button for the client type.
This workflow action is currently for UK systems only, the 2 options are listed below. The main use case is to be able to block a button where the client does or doesn't make filings at Companies House.
All CH types. | This will block the progress button where the client is any that gives rise to Companies House deadlines. This is Ltd, PLC, LLP and Charity company. |
All non CH types. | This will block the progress button for all other client types. |