Field/ Group - Conditional Logic/ dependency, ALL PARTICIPANTS (query. email & text)

Administrator_14693
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in Ideas and Product Feedback #1

This is really needed in our business. We have an International soccer org. and there are details we do not need for a Lead vs Deal

We also have custom fields which need conditional logic/ dependency. EX: We have a custom field named: ROLE. When PLAYER is selected vs PARENT it would be nice to have conditional logic/ dependency only show details needed for each. Certain fields should show or remain hidden.

Currently, it is very confusing as there is no conditional logic/ dependency built in and same options appear for LEAD & DEAL, even when setting the limited options to: show/hide/grouping fields. Same repetitive items show for a lack of dependency and AUTOFILL.

Same goes with AUTOFILL. With same - conditional logic/ dependencies, we should be able to AUTOFILL certain fields.

We are also still waiting on ability for PARTICIPANTS to be queried, emailed and texted.

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  • Administrator_14693
    Administrator_14693 Member Posts: 50 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Likes
    #2

    Can we please have a status from the development team on:

    Conditional Logic/ dependent fields

    Participants: to be queried, emailed and texted

    Thank you in advance.

  • Administrator_14693
    Administrator_14693 Member Posts: 50 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Likes
    #3

    Still pending update?

  • Administrator_14693
    Administrator_14693 Member Posts: 50 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Likes
    edited May 13 #4

    It would be wonderful to be able to have conditional logic available to apply to fields (including custom fields). For us we have a field named "ROLE". It would be nice to have fields show/ hide based on the selected "ROLE" option. Currently groups do not resolve this issue as Leads and Deals share certain fields which cannot be populated or suppressed based on fields.

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