Is there a way to prevent moving a deal to the next stage if Important Fields are missing?
Comments
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Yes.
In the Data fields section of your account, mark fields as required and important wherever applicable.
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Yes, with the new "Required" feature, we can now do exactly what you wan't. You need to be on "Enterprise" plan.
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Hey Luciana,
If you're not on an Enterprise plan (like the most of us), here's a workaround:
Using the workflow automation, you can prevent a deal from moving to the next stage if a specific field is empty.
I made a quick example, where the deal will move back if the "Web" field is empty. See the pic below.
Now, there's isn't any notification for the user about this, but you can set the workflow to create an activity, for example.
Does this help?
Tomi
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Jonathan Blair-Joly said:
Yes, with the new "Required" feature, we can now do exactly what you wan't. You need to be on "Enterprise" plan.
I don't see the "Required" feature when I am in the Customized Data Fields page of the settings. Where does "Required" live?
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Jonathan Blair-Joly said:
Yes, with the new "Required" feature, we can now do exactly what you wan't. You need to be on "Enterprise" plan.
This is a new feature, it is still not live on all accounts, you can request via Live chat to "push" the feature on your account. You need to be on Enterprise plan.
If the feature is enable on your account, you will see it just on top of important field
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Tomi Suomela said:
Hey Luciana,
If you're not on an Enterprise plan (like the most of us), here's a workaround:
Using the workflow automation, you can prevent a deal from moving to the next stage if a specific field is empty.
I made a quick example, where the deal will move back if the "Web" field is empty. See the pic below.
Now, there's isn't any notification for the user about this, but you can set the workflow to create an activity, for example.
Does this help?
Tomi
This was going to be my suggestion. It is a great workaround.
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Tomi Suomela said:
Hey Luciana,
If you're not on an Enterprise plan (like the most of us), here's a workaround:
Using the workflow automation, you can prevent a deal from moving to the next stage if a specific field is empty.
I made a quick example, where the deal will move back if the "Web" field is empty. See the pic below.
Now, there's isn't any notification for the user about this, but you can set the workflow to create an activity, for example.
Does this help?
Tomi
Will this workaround act properly if dragging to the next stage should trigger own preset workflow? Which of the workflows will be completed first? The one that brings Deal back to previous stage or the other that should be completed on the next stage? Is there possibility to prioritize completion of the workflows if these are triggered by the same action?
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Hi @Luciana !
You can learn more about the Required Fields and Workflow Automation options your fellow members have suggested above in these tutorials:
This should make your life easier!
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Tomi Suomela said:
Hey Luciana,
If you're not on an Enterprise plan (like the most of us), here's a workaround:
Using the workflow automation, you can prevent a deal from moving to the next stage if a specific field is empty.
I made a quick example, where the deal will move back if the "Web" field is empty. See the pic below.
Now, there's isn't any notification for the user about this, but you can set the workflow to create an activity, for example.
Does this help?
Tomi
Thank you so much! I am on the Professional plan so this works!
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Tomi Suomela said:
Hey Luciana,
If you're not on an Enterprise plan (like the most of us), here's a workaround:
Using the workflow automation, you can prevent a deal from moving to the next stage if a specific field is empty.
I made a quick example, where the deal will move back if the "Web" field is empty. See the pic below.
Now, there's isn't any notification for the user about this, but you can set the workflow to create an activity, for example.
Does this help?
Tomi
@Luciana Glad to be of assistance! Let me know if you need any more help
@Aleksei Mogutov That's a tricky question. I did a quick test on what happens if I have two contradicting workflows:- The workflow I created earlier: Move back the deal if "Web" field is empty and the stage has changed
- A new workflow: If the deal stage has changed, update the Web field to "Updated". (Pic below)
Guess what happened?
It updated the Web field and then moved it back!
Unless someone from Pipedrive can elaborate on the prioritization rules, my suggestion is to test and see what happens. Alternatively, you could combine the two workflows somehow.Does this make sense?
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Tomi Suomela said:
Hey Luciana,
If you're not on an Enterprise plan (like the most of us), here's a workaround:
Using the workflow automation, you can prevent a deal from moving to the next stage if a specific field is empty.
I made a quick example, where the deal will move back if the "Web" field is empty. See the pic below.
Now, there's isn't any notification for the user about this, but you can set the workflow to create an activity, for example.
Does this help?
Tomi
@Tomi Suomela Thank you for testing it! It is exactly the case what we have. Priorities or delays could help in many automation cases - hopefully these options will be presented soon. At the same time I am sure that above mentioned workaround can help in many other cases.
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Tomi Suomela said:
Hey Luciana,
If you're not on an Enterprise plan (like the most of us), here's a workaround:
Using the workflow automation, you can prevent a deal from moving to the next stage if a specific field is empty.
I made a quick example, where the deal will move back if the "Web" field is empty. See the pic below.
Now, there's isn't any notification for the user about this, but you can set the workflow to create an activity, for example.
Does this help?
Tomi
@Aleksei Mogutov Delayed actions in automations will be coming in the future. 😉
Here are some pro tips to stay on top of things:- Follow this topic to know what we're working on currently.
- Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features.
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