When creating a new Opportunity, I would like to require users to start their Opportunity in our first stage, called 'Working', and then advance from there. Currently, users are creating new Opportunities in one of our later stages, bypassing an important flow.
What can I build to accomplish this?
#flow2 answers
Kate,
You can use Validation Rule to prevent them ISNEW() can be used to confirm whether the record is getting created.
https://www.infallibletechie.com/2022/02/how-to-force-users-to-select-right.html
