Hi @Claire-S,
It sounds like deals and partners are different objects in your portal, is that the case? If so, it is not possible to create a required lookup field to associate a partner record once a deal meets certain criteria. Conditional logic can only apply to fields on the same object, not on different objects, at least currently.
As a workaround, if you’re on an Enterprise subscription, you could do the following:
- Set up a custom single checkbox property “Partner selected”
- Create a custom deal-based workflow that enrolls deals when they are associated to a partner record
- Use the “Set property value” workflow action to check the box from step 1
- Set the property from step 1 to view-only in the property settings Manage view and edit access for properties
- Make the property from step 1 required when someone selects “Partner deal” in the property “End customer”:
- Set up conditional logic for enumeration properties
If your partners are not a different object but a dropdown property on the deal object, things become possible. In that case, you would specifically leverage these two features:
- Follow these steps to set up a condition to only display the value “Partner deal” in the property “End customer” when “Pipeline” is “End Customer”: Limit available options based on a controlling property
- Follow these steps to set up a conditional logic that displays the partner dropdown property when “End customer” has the value “Partner deal”: Set up conditional logic for enumeration properties
Let me know if you have any follow-up questions! If you specify how you have this currently set up, I can elaborate further.