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Michael M
When I try moving a lead record in the "lost" column in my kanban view of lead records, I am receiving an error message like this: You encountered some errors when trying to save <lead record>. If the Lead is Lost, a Reason is required. I know that the issue is because of a validation rule. My question is: is there any way this can work? For example, can we make it that a modal window of the lead record page appears so that the Lead Reason field can be filled in at that point?
Error: Kanban list view: You encountered some errors when trying to save <lead record>. If the Lead is Lost, a Reason is required.
When I try moving a lead record in the "lost" column in my kanban view of lead records, I am receiving an error message like this: You encountered some errors when trying to save <lead record>. If the Lead is Lost, a Reason is required. I know that the issue is because of a validation rule. My question is: is there any way this can work? For example, can we make it that a modal window of the lead record page appears so that the Lead Reason field can be filled in at that point?
I have tried searching but unfortunately I was not able to find any such ways to handle error, but I was able to find this idea that I think could help and if you upvote and if it reaches certain threshold number of votes it may be considered in the future.
>> https://trailblazer.salesforce.com/ideaView?id=0873A000000EBI0QAO
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.
All Answers
I have tried searching but unfortunately I was not able to find any such ways to handle error, but I was able to find this idea that I think could help and if you upvote and if it reaches certain threshold number of votes it may be considered in the future.
>> https://trailblazer.salesforce.com/ideaView?id=0873A000000EBI0QAO
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.