It would be nice that within the pipeline flow we could place mandatory properties as it can be done today but that depend on another property, if I have a customer that I know visits my branch, the date is mandatory but if he does not visit it, it is not, for instance
Great suggestion! Another use case would be: If "Requires PO Number for Billing" is 'Yes', then make "PO Number" mandatory.
And there is a significant number of times I found business needs that would be simply covered by this conditioning but had to say it couldn't be done.
Any update on this request? We have a similar need where field-2 needs to entered only when a particular option is selected in the field-1. Any color if very much appreciated.
Agreed - we have a pretty diverse business and different pipelines to match. There are many properties that are only important on certain conditions and I don't want to ask for property updates if those conditions aren't met, it would be way too many.
This would be really helpful! We currently use quite a lot of non-mandatory properties, but this is not user-friendly and we have no control over how we enforce data entry.
This logic would be incredibly useful and significantly reduce the number of complicated duplicate pipelines that need to be created/used just to include a required field under a certain condition.
It seems fairly simple given all of the other places we can now set up Conditional Fields. i.e. if Billing Frequency is Monthly then require Monthly Payment Amount at the Contract stage. If the Billing Frequency is Annual, then don't show the Monthly Amount field.