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Jeri Leeth 1 how do I make it easy for users to update a field that is required based on stage when changing stage in kanban
I have a validation rule that requires one of two fields be entered when the stage is changed to Verbal Acceptance. How do I make it painless for my users to edit those fields when changing the stage in the lightning Kanban? Having to go into the opportunity to populate the field(s) makes using the Kanban pointless. I would like for something to pop up with both of the fields available for editing when they try to move an opportunity to verbal acceptance. I really am not sure of the best way to do this. I've considered a trigger that calls a visualforce page if the stage has changed and both fileds are empty, but I am not convinced that is the best option. I've considered a flow, but am not sure how to implement it. Any suggestions are most welcome.
We also need this urgently. Please suggest if you are able to solve this?