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Bahtiyar IshkabulovBahtiyar Ishkabulov 

Closed lost reason

Hi everyone,
We have two custom fields on opportunity: LostReason__c (Picklist) and LostReasonDetails__c (Long Text Area). When an opportunity is put to Closed Lost stage I want a small window to appear with these two fields, to allow user fill them in. How can I do it?
Raj VakatiRaj Vakati
With standard layout you can't able to do it


But you can try with the validation rule 
  
AND(
NOT(ISNULL(ISPICKVAL( LostReason__c))), 
NOT(LostReasonDetails__c )
)

If you want to go with code .. create a quick action or button to popup the page 
Bahtiyar IshkabulovBahtiyar Ishkabulov
Raj V,
I tried quick action but I don't understand how to use it for this case. Could you please explain it in depth?
Alain CabonAlain Cabon
Hi,

You should precise Classics (VFP) or Lightning.

In Lightning, you can build a modal.

Why don't you use just a validation rule and/or a path (Lightning) ( GUIDANCE FOR SUCCESS + KEY FIELDS ) ?

The path will create this little modal (popup) in Lightning for a particular stage but there are no contraints for the value themselves..
 
Joffrey FerryJoffrey Ferry

Hi Alain, 
 

Could you explain how to create this modal? I am using Lightning and it would help a lot. 
 

Thanks.