Custom Field Question

Bob Interdonato
Bob Interdonato Member Posts: 1 VERIFIED MEMBER
edited March 2024 in Workflow Automation #1

When adding a custom field, I am using the multiple options as a choice, when one of those options are chosen how do I require another custom field to be required?

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Answers

  • Bobby Cool
    Bobby Cool Member Posts: 25 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic

    Hi Bob,

    I understand what you're aiming for, but unfortunately, it's not currently possible within Pipedrive. I'm also hoping that this feature will be implemented in the future, as it's something we also need for our own CRM.

    In the meantime, you can set your custom field to be required when you move stages in your deal pipeline.

    Hope this helps!

    Let me know if you have any further questions.

    Best Regards,

    Oka