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‎Jan 27, 2025 02:15 PM
We currently use the Kanban interface to track our sales bidding pipeline. When a deal is ready to advance between some stages of the sales pipeline, I'd like to require the salesperson to enter data in key fields before they can move the deal. As an example: To move the deal from "Open Bid" to "Won" they need to enter a start date and a contract value for the project.
Is there a way to prevent the user from moving the deal to "Won" if they have not entered data in the "Project Start Date" or "Project Value" fields? I'm happy to use a third-party tool if needed, but so far, my impression is that the only available tools are extensions for data validation when using forms. None of these seemed to work in the Kanban Interface.
ChatGPT suggested writing a script that at least notifies the user that they haven't entered the data, but it wouldn't prevent the user from moving the deal. The other option was to write a script to revert the deal to the previous stage if the data is missing, but that seems like it could lead to a lot of confusion for users who aren't paying attention to this.
My current workaround has been to create lists with filters that show deals in the pipeline that have a blank value in the key fields (ex the Project Value field = $0), but this is a clunky solution that requires someone to look at each of these lists and to go back to the user to tell them to enter data instead of prompting the user when they're entering data.
Any advice would be appreciated. Thanks
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‎Jan 27, 2025 06:26 PM
There isn't functionality to prevent status changes unless fields are filled in at this point I'm afraid
Instead of reverting it what if you created a new status called 'Missing data' or something? You could then create an automation that would trigger if a deal had a specific status and was missing the requisite data and do a combo of:
1. Update its status to be 'Missing data'
2. Email the person who updated the status asking them to key in the missing data
Would be less confusing than reverting it and also would give a call to action to get it fixed?
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