diff --git a/partner_tier_validation/README.rst b/partner_tier_validation/README.rst index 777f7887d..b7b6df806 100644 --- a/partner_tier_validation/README.rst +++ b/partner_tier_validation/README.rst @@ -52,6 +52,11 @@ This module depends on ``base_tier_validation``. You can find it at Usage ===== +Before using, check Contact Stages configuration, +to ensure that the default stage has the "Related State" field +set to "To Approve". +For example, having the "Draft" stage the default ensures this. + A regular user creates a new Contact and sends it for approval: #. Create a Contact triggering at least one "Tier Definition". diff --git a/partner_tier_validation/static/description/index.html b/partner_tier_validation/static/description/index.html index a247d0b51..156e08557 100644 --- a/partner_tier_validation/static/description/index.html +++ b/partner_tier_validation/static/description/index.html @@ -398,6 +398,10 @@ for approval.

Usage

+

Before using, check Contact Stages configuration, +to ensure that the default stage has the “Related State” field +set to “To Approve”. +For example, having the “Draft” stage the default ensures this.

A regular user creates a new Contact and sends it for approval:

  1. Create a Contact triggering at least one “Tier Definition”.