Disable fields on condition

Hi Everyone...

Just asking... is possible to disable fields when certain condition is given.

 

thanks

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4 Comments

  • Hi there,

     

    Are you asking if certain custom fields can be disabled? Under what conditions and why do you need this?

     

    Rachel

  • @Rachel - my guess is they are referring to disabled fields based upon other data. An idea that we have requested for a while now and would love to see. Rather than "disabled" fields, hiding/showing fields would be incredible.

    For example, contact type = Current Customer shows all fields but disables (hides) these x fields.

    There are so many unnecessary custom fields for clients depending on the type of customer and other criteria, it would be so powerful to hide fields depending on specific entity data-points.

     

    Original Feature Request (Conditional custom fields):

    https://support.copper.com/hc/en-us/community/posts/255625586-Conditional-custom-fields?page=1#community_comment_360004268774

  • Hi!!

    Thanks for your answer...

    Yeah, basically what i'm looking for is a way to disable all the fields once the opportunity has an advance state.

    Appreciate your comments 

     

     

  • This is what I'm after also. We have different types of people in Copper. Some are existing customers, some are just industry leaders or influencers we network with. For our existing customers, we need a customer profile, all the details about that customers business. Example, I need to know the price discount level, which is completely irrelevant for non-customers. I would like to toggle that fields visibility based on what "type" of people I am entering. 

    We are currently keeping a google doc for each customer as a profile, with details like what products they purchase, how they sample our products, meeting notes, freight policies... 

     

     

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