Overview
This guide shows you how to create a field dependency that makes a specific field, like "Transfer to LOC," mandatory only when a certain condition is met, such as when the sales stage is changed to "Pending Admission." This ensures critical information is always captured at the right time, without being required for every single record.
Before You Begin
You must have administrator access to the Dazos CRM.
The
Intake Opportunitymodule must contain both theSales Stageand theTransfer to LOCfields.
Steps
Navigate to Module Layouts and Fields: Go to Settings > Configuration and then select Module Layouts and Fields.
Select the Intake Opportunity Module: Find the
Intake Opportunitymodule and click on it.Create the Field Dependency:
Find the
Transfer to LOCfield in the layout.Click the Edit icon next to the field.
In the field settings, look for the option to set a dependency.
Set the Condition:
You will create a condition that says: Make this field mandatory ONLY IF
Sales StageisPending Admission.This tells the system to apply the "mandatory" rule only when that specific sales stage is selected. For all other sales stages, the field will remain optional.
Save the Changes: Be sure to save the field settings and the module layout to apply the new dependency.
Verification / Expected Result
To verify that the dependency works, create a new intake opportunity and try to save it:
When the Sales Stage is set to
Pending Admission, the system should require you to fill out theTransfer to LOCfield before you can save.When the Sales Stage is any other option, you should be able to save the record even if the
Transfer to LOCfield is empty.
Troubleshooting / Common Errors
If the dependency isn't working, double-check that the
Sales StageandTransfer to LOCfield names are spelled correctly in the dependency settings.The system might require you to mark a field as
Requiredat the top of the layout. You can try doing that, then adding the dependency to see if it overrides it.
Related Resources
[Link to Guide on Creating a New Module Layout]
[Link to Video on CRM Field Dependencies]