How to Set Value Dependency on Opportunities?

Updated on October 30, 2017 11:36PM by Admin

Value dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide the particular field’s value. By default, the values found in drop down is visible in all conditions. The following steps will make it clearer.

Note: Make sure that value dependency is applicable for drop down attributes.

To Set Value Dependency

  1. Log in and access Opportunities App from universal navigation menu bar.
  2. Click on More(...) icon -> Settings -> Customize App -> Master Layout
  3. Click on the particular field to set value dependency. Note: Click on drop down field to set value dependency.
  4. You will view the inspector column at the right side in which you would find the field properties.
  5. Enable the “Value Restriction” toggle to “On”
  6. Define the condition for that field to be visible
  7. Here, we have added two drop down fields, "Sales Stage" and "Type". The values of the field "Type" must be dependent on the values of the field "Sales Stage". 
  8. Click on "Type" field and set the Value Restriction
    {
    Set 1 

    Group 1 

    Driving Attribute = Sales Stage
    Driving Values = Prospecting, Qualification, Needs Analysis
    [Attribute Values = Existing Business] (The values that is to be visible in "Type" drop down)
    }
    }
    }
  9. The below image illustrates the above defined condition: 
    Opportunities
  10. Click on "Save" button to save the changes.
  11. On the Opportunities create page,you must view "Existing Business" value in "Type", when "Sales Stage" value selected in "Prospecting" as shown in the image below:
    Opportunites