Important Fields No Longer Honored after Required is Turned On

The use of Required Fields was a nice addition to the Important Fields that was rolled out a year or so ago. BUT, I've found a big downside:

Important fields were great because it showed the user in the details sidebar what fields they need to fill out. I used that as a visual reminder because "Required" fields weren't available yet. NOW, required fields prevent a deal from being moved to a stage that meet the rules for having particular field(s) filled out. BUT, I have no way of showing the user what fields are "IMPORTANT" and need to be filled out before they move to the next Stage. 

In the past, the "IMPORTANT" fields displayed prominently in the sidebar when it met the Pipeline and/or Stage requirements I defined. We would like to be able to do this again. Have the fields be marked as "IMPORTANT" in the stages before being moved over so the user knows they must be filled out, then force the "REQUIRED" pop-up and prevent the deal from being moved just as it works now.

What is happening now is the "IMPORTANT" field rules are ignored when "REQUIRED" is enabled. So close!! 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited October 2020 #2

    Hi @Rusty Ruetz 

    Thanks for sharing. I've added the "feedback" tag to your post so that our team sees it.
    So if I understand you correct, you do like the functionality of being able to prevent deals from moving forward, you'd just like the user to be able to see this before moving the deal?