Hi Guys,
I'm wondering how does one uses the ribbon buttons within a business rule or is it possible. Here are my thoughts using the opportunity entity as my example.
Our sales team is pretty good at populating the correct information, however, I want to ensure that they have all of the relevant data in place before closing out an opportunity. Currently, when the salesperson clicks on won the opportunity close window opens. I have added some additional fields to the opportunity close entity but now see i can use the relationship rules to bring the data from the opportunity close entity back to the associated opportunity.
My thinking now is to use the won button to trigger a business rule that certain fields become required. I need the data to sit at the opportunity level as the vast majority of my reports are run off this entity.
Thanks in advance.
Regards
Jason
