Set Up Conditional Custom Fields for Opportunities

Show or require a field only when specific conditions are met.

What it does

A conditional rule watches a trigger — pipeline, stage, status, or another field's value — and reveals or requires a different field once true. Conditional fields are hidden by default.

Setting up a rule

1. Go to Settings > Custom Fields > Opportunity > Conditional Rules.
2. Click Create Conditional Rule.
3. Choose the trigger field.
4. Set the operator and value.
5. Add more conditions with AND/OR if needed.
6. Choose the outcome: Show or Make Required.
7. Preview and save.

Example

Reveal (and require) a "Contract End Date" field only once a deal reaches "Proposal Sent."

Who can manage this

Admins only. Automation or API updates bypass these rules.