Conditional Logic

[CClark3]

Hello,

This is a 2 part question.. We need the "Has ODE been locked" to be yes before a deal can be moved as closed won. We have a workflow to calculate the field to yes when certain criteria has been met. My first question is Can you make a property required to have a certain value be marked Yes before the deal stage can be saved? and Also right now we have a calcualted field that runs in the back stating  that if the any field was updated after the ODE pricing field to come back as false. Can you not use a true/false field as conditional logic? 

[karstenkoehler · Accepted solution]

Hi @CClark3,

To your first question, no, this is not possible. You can require a field to have a value before a deal can progress, but you cannot specify what that value should be. A potential workaround here is only populating a certain property (or the existing one) if the criteria are met; and keeping it empty if not.

Regarding your second question, it sounds like you're trying to use a calculation property as a required field. This is not possible because a calculation property is not editable, you should see this error:

Best regards!