Conditional Required Associations in Deal Create Form - Deals and Custom Objects

Hey! The new conditional fields in object creation forms are fantastic!

We have a custom object for in-person events.

We want to set up the deal form so that when the deal source is set to in-person event it’s required that you associate the deal to the event object.

Yes. We have a deal pipeline for recurring contracts (vs adhoc requests). When it’s a recurring contract deal, I’d love to be able to require certain associations along the with the properties I already have.

Yes, good idea! We need this as well. We hav a pipeline foracquiring new partners and we don’t need to make line item association required there. But

in sales pipeline we need it to be required. So, definitely upvoted.

Hi everyone,

Thank you for taking the time to share this idea — we genuinely read and consider everything submitted here.

We are looking at our options to enable conditionally required associations; however, we don’t have this work planned yet.

Appreciate your feedback – please keep upvoting and leaving us your feedback for consideration.

Thank you!