I want to have x_invoice as a required field in the 'Won' stage but not the ones before that. Field x_invoice can be empty for the New, Qualified and Proposition stages but i want it to be required when moving the record to Won stage. So if a user were to drag and drop a record to the Won stage without an invoice it would give an error and only be moved to Won if invoice is entered.
I have tried to use record rules and coding in front end but either there is no change or it gives error. I need a solution that can be done from front end/ interface because I dont have access to backend. I would really appreciate it if someone can help me please.
Solutions I've tried:
1. - No change
2. - No change
3. - No change
4. - No Change
(okay i dont know why my codes are not showing but please i would appreciate any help)
I've also tried the variations for state_id instead of stage_id.
Record rules (in crm.lead):
1. [('stage_id', '=', 4), ('x_invoice','!=',False)]
2. [('stage_id', '=', 'Won'), ('x_invoice','=',True)]
Both give error:
"the requested operation ("read" on "lead/opportunity" (crm.lead)) was rejected because of the following rules: - invoice required for stage won (records: new (id=2), user: administrator (id=2))"
