Hello all,
my question is, when creating a layout rule to make certain fields mandatory when a stage is changed in a deal, how can I re-order the questions when they appear on the "verify details" popup?
When creating layout rule, I add the question in the order I would like them to appear, but once they appear on the verify details popup they seem to be random.
I am using this for a type of service being performed, and once the stage is changed to "completed" I would like the mandatory fields (grades, feedback) to be in a specific order.
2) Also, is there a way to create a layout rule to make mandatory fields when stage is changed, but for all those fields to already have a default value? Currently, if they already have a default value they wont appear in the "verify details" popup. The only way to make them appear is to be left blank. But ideally, I would like them to have a default value to most common answers but have them so they still appear in the "verify details" popup with the default prefilled value.