Conditional Fields
Ability to condition a field depending on the selection of another field.
Joss Rodriguez
shared this idea
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Brandon Scogins commented
Add the ability for a Hard Review - meaning, the field is filled out but needs a secondary review/confirmation.
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Kate Florio commented
Conditional Required fields that depend on deal stage. This would help simplify the deal form and allow further process creation.
Hit Required Client > Fields become REQUIRED before Deal Stage can be changed further. -
Albert Shakhnazarov commented
We are looking to optimize our workflow and ensure consistent data entry. This feature would allow us to create rules or associate fields to Pipeline Stages, meaning a deal wouldn't be able to move to the next stage without data in that custom or system field.
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I would like for there to be a way to have fields be mandatory once a change has been made to a specific field.
