I'd like to set up fields that are required to be populated once the user moves an Opportunity to Stage X or greater. For example, if the user moves Opportunity X to Stage 3, then Field Y must be populated (i.e greater than 0, and/or not NA), or an error message pops up.
This should be set up as a "greater than X" option - so that if the dependency is linked to 3, moving from 2 --> 4 without populating Field Y would also throw the error.
I know there is a "Dependencies" section in the Admin Setup, but I'm relatively new to SFDC and don't know how to use it yet. Would appreciate instructions on how to set this specific example up.
Thank you!
1 respuesta
Hi Greg, dependent picklists are more for changing the selectable options in picklists. So different picklist values are shown for Field Y when OppStage changes from Stage 2 to Stage 3. (For Stage 2, Field Y shows "Near, Far" -while for Stage 3, Field Y shows "Near, Far, Very Far")
I think you might want to look at are Validation Rules. Basically, they will give you the error message pop ups you are looking for:
--Here is an example---AND ( OR ( ISPICKVAL(StageName, "Closed Won"), ISPICKVAL(StageName, "Negotiation/Review")), ISBLANK(Delivery_Date__c) )
More about it here:
https://help.salesforce.com/apex/HTViewHelpDoc?id=fields_about_field_validation.htm&language=en
