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How to enable the Opportunity forms custom validation

The Add and Edit Opportunity forms have an optional custom validation that can only be enabled by a system administrator.

  1. Go to Administration >> Applications >> Features > Data Form Search
  2. Seach for Record Type = Opportunity and Mode = Add.
  3. Find the Opportunity Add (Custom) form.
  4. Click Custom Validation in the upper left.
  5. Check Enable Custom validation and then OK.
  6. Repeat for the Opportunity Edit (Custom) form.

 

 

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