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pmozz How to update a field based on another field?
On the Opportunity page we have the typical opportunity stages (target, qualify, etc.), but then have additional custom fields that correlate to each stage and are defaulted to "no." Is it possible to automatically advance the stage field to the next stage when the user changes a field to "yes" meaning that all the appropriate checklists, paperwork, etc., were completed for that stage?
Thanks.
Hi pmozz,
This is not possible without an external application that is watching for changes to opportunities.