Field Rules

Seamlessly enforce important processes

Seamlessly enforce important processes

Seamlessly enforce important processes

Ensure data hygiene and enforce approval flows using conditionally mandatory and locked fields.

Highlights
  • Make certain fields mandatory at later stages, such as Opportunity ARR, currency, product, expected close date when it goes into Negotiation stage

  • Lock down fields for certain users, while the record is pending approval. For example, when a renewal license is submitted to finance for approval, or when a shared objective is sent to a client for approval through the Portal

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

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An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.