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Topics#Sales And MarketingPergunta de Admin ADP
Admin ADP perguntou em #Sales And Marketing
13 de jul. de 2012, 15:33

Dependent Page Layouts

Under Opportunities, I have a check box called "Shared Sales Credit".  I want the two fields named "Shared Sales %" (drop down pick list) and "Shared Sales Name" (lookup field) to be displayed and required only when the "Shared Sales Credit" box is checked.  Is there a way to do this?  Most of what I've read so far seems to indicate that you can't. 
1 resposta
  1. Meghan Hadlock (MSSB)
    18 de jul. de 2012, 21:24
    You can do it, just not declaratively.  You'll need to leverage some dynamic visualforce

     

    http://wiki.developerforce.com/page/Visualforce_DynamicEditPage

     

    You might be able to go the Flow route

     

     

    http://www.salesforce.com/us/developer/docs/firefly/salesforce_flow_designer.pdf

     

    Perhaps you could create a worflow that updated the recordtype field to a new value - essentially set the opportunity to change to a different record type if the check box is checked - with a separate record type and page layout you might be able to achieve it declaratively.  Not super easy, though.
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