Conditional custom fields for opportunities

Opportunity forms can now adapt automatically based on each deal.

Admins can control which fields or folders appear-and which fields are required-based on an opportunity’s pipeline, stage, status, or other field values.

What changed

• Create rules using single conditions or AND/OR logic.
• Use pipeline, pipeline stage, status, dropdown, radio, checkbox, and multi-select fields as triggers.
• Show individual fields or entire folders when conditions are met.
• Make visible fields mandatory and prevent incomplete opportunities from being saved.

• Preview each rule in real time before saving.
• Apply rules across Add, Edit, and Bulk Edit flows on web and mobile.
• Manage pipeline-specific rules directly from the Pipelines page.
• Activate rules immediately after saving.

How to get started

1. Go to Settings → Labs.
2. Enable Show & Require Opportunity Fields Conditionally for the account.

1. Navigate to Settings → Custom Fields → Opportunity → Conditional Rules.

1. Click Create conditional rule.
2. Choose the trigger conditions and connect them using AND/OR logic.
3. Select an outcome

Show field

Show folder

Make mandatory

1. Review the live preview and click Save rule.

You can also go to Settings → Opportunities & Pipelines, open a pipeline or stage’s Actions menu, and select Manage conditional rules.

Why it matters

• Keep opportunity forms focused on relevant information.
• Collect required details at the right stage of the sales process.
• Improve reporting accuracy and consistency.
• Standardize data collection across pipelines and teams.
• Prevent opportunities from being saved with missing required information.

Good to know

• Fields and folders included in a Show rule remain hidden until its conditions are met.
• Fields not included in a Show rule remain visible as usual.
• If multiple rules apply, their mandatory requirements are combined.
• Only Admins can create, edit, or delete rules.
• Rules are configured separately for each account.
• Nothing changes until an Admin creates the first rule.
• Validation applies to saves on web and mobile, but not to Public API or workflow-based updates.