I have a custom deal property titled next steps in my deal pipline. I have this custom property set to being required for multiple deal stage steps, however when the field is not empty it does not prompt you to input anything. Is there a way to require the custom property to be updated everytime the deal is moved a stage?
Thank you in advance!!
Hi @BTyner,
A required property is defined as a property requiring a value, see here, that’s why it’s not prompting users to re-enter information.
I see two options for you. First, you could use a workflow that clears the property value shortly after it’s entered. This would mean that a user has to enter it and that the user will be prompted to re-enter it for the next stage. The downside is that it’s not going to show on the deal record, only in the property history. A workflow for this would enroll a deal when the value is known, wait 1 minute, clear the property.
Alternatively, you could create properties for each stage. If you want all values entered in one property, you could again use a workflow which enrolls deals when a value is entered and then appends this value to another property which is collecting all values.
Let me know if you need assistance or more details with one of the two, happy to elaborate.
Best regards!
Thank you!