Skip to main content

We have a field on the Opportunity called Product Group Code. The client wants this field to be populated BEFORE the user is allowed to add opportunity products. However, we can't make it required at the field level or on the page because the user may not know which Product Group Code to apply when they first create the opportunity. This decision often comes later in the sales cycle. 

 

I could create a validation rule that would fire if the Product Group Code field is blank and the HasOpportunityLineItem = TRUE but this makes for a poor user experience because they would only get the error AFTER they have gone to the trouble of adding a bunch of products, qty, price and tried to save. 

 

Can anyone think of a way to block the user from clicking the Add Products button if the Product Group Code field on the oppty is blank?

3 respostas
  1. 17 de mar. de 2023, 16:09

    My bad poor word choice. I means related list single and the use a dynamic visibility/conduction to show it.

    If you want to show an error you would need to make a custom coded add product screen

0/9000