I have a lookup field named "Shared Sales Credit Name"
If the "Shared Sales Credit" checkbox is not checked, I do not want the "Shared Sales Credit Name" lookup field to appear on the Opportunites page.
If the "Shared Sales Credit" checkbox is checked, then I want the "Shared Sales Credit Name" lookup field to be displayed and required on the Opportunities page.
I was thinking of creating a validation rule, but don't know how to make a rule to display on a page layout based on criteria of another field. Any idea on how to do this?
3 个回答
Some steps to what dcard suggested would be this:
You can have 2 record types i.e unchecked RT (make it default) and checked RT.
On your picklist for shared sales credit name include a value called "none."
From your "unchecked" record type, click edit on the picklists available for editing and only make available the "none" value from you shared sales credit name field.
Then, do the opposite for your "checked" record type (remove "none", leave all the values available.)
Now create a work flow rule with a field update that changes the record type when the "Shared sales credit" checkbox is checked.
This way the field shows, but all they see is "none" if the box is unchecked, or you can assign a different page layout to the "checked" record type to remove it completely from the page.
Let me know if this works.
