Hi Team,
How can we perform a validation before moving a record to the next stage using OOB configuration?
Use case:
Before moving an Opportunity to Closed Won, I need to validate that the related Opportunity Products count is greater than zero.
If there are no products, the stage transition to Closed Won should be blocked.
What is the recommended OOB approach to achieve this validation on related object records during stage transition?
Like
Hi,
You can achieve this by utilizing Business Rules functionality. Please see the example below, which can be used as a reference.
In this example, the Stage is reverted to Contracting when the Description field is not filled in. Depending on your specific business requirements, you can leverage Business Rules functionality in different ways.
This approach can also be applied to other fields - for example, the Opportunity Amount field, which is changing from 0 to another value automatically when products are added to an Opportunity.
I trust this helps.
For more information about Business Rules, please refer to the following article:
For more ifnormation on business rules, please find below article:
https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…