Field Dependencies Cannot Automatically Update Sales Stage Based on Admitted Status
When to Use / Why It Matters
This clarification is important when customers expect internal CRM functionality to automatically map Sales Stage values based on Admitted Status changes. Understanding these limitations helps set correct expectations and identify appropriate alternatives for automation needs.
What Field Dependencies Can Do
Field dependencies in Dazos support the following actions:
Show or hide fields based on other field values
Make fields required or optional based on conditions
Control field visibility within the same module or across related modules
Create cascading dropdown menus with picklist dependencies
What Field Dependencies Cannot Do
Field dependencies cannot perform the following actions:
⚠️ Automatically update field values - Dependencies cannot change the value of one field based on another field's value
⚠️ Map picklist values - There is no built-in setting to automatically map Sales Stage values based on Admitted Status selections
⚠️ Perform data transformations - Dependencies work with field behavior, not field content
Alternative Solutions for Sales Stage Automation
If you need to automatically update Sales Stage based on Admitted Status changes, consider these alternatives:
Workflows (Recommended Internal Solution)
Create a workflow that triggers when Admitted Status changes and automatically updates the Sales Stage field. This provides the automation you need using internal Dazos functionality.
External Automation Tools
Use integration platforms like Zapier to create automated workflows that update Sales Stage when Admitted Status changes. While this requires an external tool, it provides reliable automation capabilities.
Tips & Notes
💡 Best Practice: Use workflows for internal automation needs rather than expecting field dependencies to handle value updates.
⚠️ Important: Field dependencies are specifically designed for field behavior control, not data manipulation or automatic value updates.
✅ Alternative: Consider using workflows or external automation tools when you need one field to automatically update based on another field's value.
Related Resources
Understanding the Different Types of Field Dependencies in Dazos
How to Track Historical Status Changes with Workflows in Dazos (CRM)
How to Make a Field Mandatory Based on a Sales Stage Condition