Trace Conditional Field Record For Free

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.

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.

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.

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.