We have a use case where we wanted to display certain fields based on the Opportunity stage. As the opportunity progresses through its lifecycle, more and more fields will be required.
Has anyone encountered a requirement like this before?
I was thinking of changing the recordtype on the fly (through a process builder) as the stage was updated and therefore a new page layout would be referenced. I'm just not sure if this is an ideal solution.
Thanks
Best Answer
You'll want to create a Path. In Setup, you can create a Path, which guides users through the various stages. You can specify multiple fields per stage, and an optional guidance section for custom instructions. All of this is standard functionality you can do with clicks.