Re: How can I change the Opportunity Close Date field to not be required?

Method_Russell — Mon, 25 Aug 2014 17:06:44 GMT

Hi Cameron,

The Close Date field for Opportunities is required on both the table and screen levels, so you would have to modify both of those. Before doing this, please be aware that this could have implications on other parts of your account, for example if you had reports or workflows that assumed that all opportunities have a close date.

With that being said, here is how you could accomplish this. First, go to Customize > Tables / Fields and edit the Opportunities table. Scroll down to the CloseDate field, and uncheck the checkbox under the Required? column. Then click Finish Editing Fields.

Now that the field is not required on the table level, you can change the validations on the screens to not check for this field. The New Opportunity & Edit Opportunity screens have this validation and both work the same way. On the Save button actions, there is a conditional warning that checks for a blank value in the Close Date field:

You can remove these Conditional Warnings since the close date isn't required anymore.

Just let me know if you have any questions about this. If you'd like some help with this customization you could sign up for a consulting session: http://www.method.me/support/assisted-services/. To explore this possibility, please speak with your account rep.

Regards,

Russell

How can I change the Opportunity Close Date field to not be required?

Cameron222 — Fri, 22 Aug 2014 15:18:09 GMT

How can I change the Opportunity Close Date field to NOT be a required field? If the default New Opportunity fields cannot be edited, how do I copy the screen and edit that Close Date field to not be required, and how to I replace the default screen with the copied screen?

Thanks

Method:Classic General Q&A

Re: How can I change the Opportunity Close Date field to not be required?

How can I change the Opportunity Close Date field to not be required?