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    Stages available only when another specific stage has been selected in Salesforce

    Posted by Radhakrishna on August 16, 2017 at 6:04 am

    Hi,

    In my Opportunity path, I have 2 stages that will only be needed by the user if another previous stage was selected.

    For instance, the stages "Pending Document" and "Waiting for Approval" are only needed if the previous stage "Form Requested" was selected. Most of the time, no form is requested and therefore the 2 next stages are not needed.

    I would like these 2 stages to appear only when the previous one ("Form Requested") is selected.

    Is there a way to make stages appear only when the previous stage has been set as "current stage"?

    Thanks.

    shariq replied 7 years, 3 months ago 2 Members · 1 Reply
  • 1 Reply

  • shariq

    Member
    September 22, 2017 at 2:11 pm

    Hi Radhakrishna,

    This can be done by using field dependencies in custom field and relationship of that sobject(Opportunity).

     

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