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Sales Process Bar - Require Completion before Advancing RRS feed

  • Question

  • We need to force people to fill in certain values in the sales process before continuing to the next stage - but not prevent the user from saving.


    How would this best be achieved.
    Friday, April 17, 2015 9:30 PM

All replies

  • Hello ebs,

    You can set intended fields as required in OOB Business Process Flows configuration (so not the traditional required field on forms, but rather when you set a BPF on the Customizations of CRM). That "required" setting actually means that when you press the Move to next Stage, the field is required to be filled in before moving further on the BPF ;)

    Hope that helps,

    Friday, April 17, 2015 11:50 PM