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Is there a way to make the tags field required when creating a new opportunity in the CRM ?

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Nejlepší odpověď

A "work around" to solve this without studio or additional modules could be creating an Automated Action to pop up a warning when creating new opportunities:



code:

if record.stage_id.name == 'New' and not record.tag_ids:
    raise UserError('Please set a tag for this opportunity.')

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Nejlepší odpověď

You can use attrs to make it readonly on Opportunity state.

attrs="{'required': [('type','=','opportunity')]}"

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Autor

already did that I want to get an invalid value error when the tags field is empty

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