How to use an Action Chain to Change Opportunity required fields based on Opportunity Type — Cloud Customer Connect
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How to use an Action Chain to Change Opportunity required fields based on Opportunity Type

in Sales 4 comments

Summary:

We are looking to auto-change the opportunity creation page depending on the opportunity type we select at the time of creation. Basically we have a default creation page and a few fields are required. however, if a different opportunity type is selected, we want more fields to show and be required. We already have a separate creation page for this process, but are unsure how to tie these together using an Action Chain.

We aren't looking to do this after the Create or Save button, as we want to have all of the required fields available and filled out upon creation based on our Opportunity Type and/or Sales Stage.

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