Required Field by Stage

Onboarding Team_37920
Onboarding Team_37920 Posts: 1
edited July 2022 in Ideas and Product Feedback #1

We would like to be able to set data fields under organisations as required when a certain stage has been met. E.g. once a deal has training booked or setup complete then certain fields become required to be entered. 

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Posts: 203
    100 Comments
    edited April 2021 #2

    You can do it using workflow automation.
    Trigger “Deal update” for the specific stage and then Change fields. Let me know if you need help on do it

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