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GatorPaul
Is it possible to make custom Opportunity Fields appear only when a certain picklist choice is made?
My company has a very cluttered Opportunity page. We have one type of service that requires a bunch of additional information that is quire different from the general opportunity. Can we set up some relationship whereby these additional fields are not shown unless the user selects thsi specific 'service' from the main opportunity type picklist?
To use record types you need Enterprise or Unlimited Edition.
Under Setup...Customize...Opportunities create two page layouts (let's call one Simple and the other Complicated). Then create two record types, one called Simple and the other Complicated. As you create the Simple record type associate it with the Simple page layout. Do the same for the Complicated record type.
If you've already created the extra fields, add them to the Complicated page layout. If not, when you create new fields, you'll be given a choice of which page layout to add them. You'll also have a choice of which user profile can see a record type. When you select a recordtype from Setup...Customize...Opportunity... Record Type, you'll be able to edit your picklists to show different values for different record types.
Don't forget to activate your picklists. Once a record type has been created and assigned to a profile(s) the only way to add it to other profiles is to update the actual profile record. Don't try this on your production version first, sign up for a Developer account and practice.
hth.
Aiden