Forums

Currently using Maximizer CRM On Premises 2021R1. I'm trying to create an Opportunity Table UDF utilising a Mandatory based on a rule condition that prompts (forces) a user to update Table Data for that UDF based on the status of another UDF.

As an example assume the fields are

[Sales Lead Source] and [Exhibition or Seminar]

[Sales Lead Source] is a Table UDF with an attribute of Single Value Only. It contacts alphanumeric entries with a choice of only 10 individual selections, one of which may be Events.

[Exhibition or Seminar] is a Table UDF with an attribute of Single Value Only. It contains alphanumeric entries with a choice and many and varied Trade Shows, Exhibitions, Seminars, etc.

What I would like to achieve is when an Opportunity is created and Events is selected from [Sales Lead Source] the UDF [Exhibition or Seminar] then is forced to be Mandatory prompting the user to make a table selection for within it.

Within the [Exhibition or Seminar] UDF I have tried entering for formula

[Sales Lead Source]=="Events" AND [Exhibition or Seminar]!= ""

When creating or subsequently opening an opportunity with [Sales Lead Source] set to Events,this does not appear to force or trigger the Mandatory updating of the [Exhibition or Seminar] to select a Non Blank selection of Table data.

Any suggestions, or am I missing something.