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Amitabhleo
Create dependent fields other than pick fields
Hi all,
I have created a number of custom fields in Opportunity which needs to be filled only after the Opportunity stage is closed won.
I would like them to be blanked like we have in Opportunity Lost reason i.e a pick field dependent on Opportunity closed lost.
Thanks in advance.
regards,
I have created a number of custom fields in Opportunity which needs to be filled only after the Opportunity stage is closed won.
I would like them to be blanked like we have in Opportunity Lost reason i.e a pick field dependent on Opportunity closed lost.
Thanks in advance.
regards,
Your situation is the ideal scenario for use of workflow. Create a workflow rule that fires when Status changes to "Closed Lost". Assign workflow actions to set the values for those fields to NULL.
Hope this helps.