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Hillary BarterHillary Barter 

Auto-Populate Date Field Based on Opportunity Stage (Closed/Lost)

We have a business case with the following requirements. Often, we have opportunities that we "Monitor" which mean they are closed, but neither won nor lost. We currently have the stage set as "Closed/Lost" which is OK with the team. What is missing, is that we would like for it to be possible, that when an employee selects "Monitor" as the closed stage, that a date field "Next Step Date" becomes required, and they have to fill in the field.

I have attempted to complete this via field dependency, but it appears that in order to work, it has to be a picklist field. This of course wont work as we need it to be an actual date, and not relative. 

I did some preliminary research, and I think Visualforce is the recommendation but I do not have the skillset to build any sort of app on my own. Hoping there might be another possible suggestion.

Thank you! 
Best Answer chosen by Hillary Barter
Anel MalabananAnel Malabanan
Hi Hillary,

I think Validation Rule is a possible solution, you can create a Validation Rule on the Opportunity Object and use the following Error Condition Formula
 
AND((ISPICKVAL(StageName, 'Monitor'), ISBLANK(Next_Step_Date__c)))

So whenever the Stage of the Opportunity is set to Monitor and the Next Step Date is blank a prompt message will appear depending on what message you input in the Validation Rule.

Just change the Next_Step_Date__c to whatever the Next Step Date API name is.

Hope this helps!

All Answers

Anel MalabananAnel Malabanan
Hi Hillary,

I think Validation Rule is a possible solution, you can create a Validation Rule on the Opportunity Object and use the following Error Condition Formula
 
AND((ISPICKVAL(StageName, 'Monitor'), ISBLANK(Next_Step_Date__c)))

So whenever the Stage of the Opportunity is set to Monitor and the Next Step Date is blank a prompt message will appear depending on what message you input in the Validation Rule.

Just change the Next_Step_Date__c to whatever the Next Step Date API name is.

Hope this helps!
This was selected as the best answer
Hillary BarterHillary Barter
That worked perfectly, thank you so much!