Separate Conditional Field Record For Free

Conditional fields allow you to manage sets of dependencies between fields. Such fields are available for editing and display only if the right condition is met. To create conditional fields, you must first create custom fields and then leverage such fields in forms.

Conditional form fields allow you to show fields in a form view based on the form submitter's values for previous fields. Fields with conditions are hidden until those conditions are met, meaning that those filling out your form will not be presented with unnecessary fields so they can complete the form more quickly.

Create a Custom Field for Type Click Object Manager. Click the Discovery object. Click Fields & Relationships and then click New. Select Picklist and then click Next. Define the field as follows: Field Label: Type. Field Name: Type. ... Leave everything else as is, and click Next, Next, and Save & New.

Click on the gear icon then Setup > Object Manager. Choose the object > Validation Rules. Click on New. Enter a Rule Name. Enter an Error Condition Formula, you can use ISBLANK or ISNULL to check that the field is not empty. Enter an Error Message. Select an Error Location. Click on Save.

Conditional Visibility allows you to specify when you want a particular page component to be visible. We can use this to customise our pages to make information appear when it is relevant to the business process, and be hidden when not, so that we can keep the page as simple and concise for our users as possible.

Create validation rule in Salesforce Classic Click Setup. Click Customize | [the object you need to modify] | Validation Rules. Click New. Enter the Validation Rule name. Set the Validation Formula as per the suggestion above, feel free to adapt to your needs. Set the error message that the User will receive.

Adding a condition to color-code your records Click the "Color" option in the view bar to color your records by conditions, then choose "Conditions." When you first open the Conditions dialog, it will have one color and one "undefined" condition (essentially, a condition you haven't set yet).

You can do this by assigning a different record type with a workflow. This record type would have a separate pagelayout with the fields you require to be read only set as such. You may have to explore VisualForce pages. You can embed one in the Opportunity layout and have it act upon your fields.