Conditional fields let you make fields required, flag them for review, or lock them — but only when a condition you set is true. Use them to stop records being saved with key information missing.
Before you start: Account Admin permissions required. Rules apply to everyone in your account.
What a Rule Can Do to a Field
| Setting | What the user experiences | |---|---| | Required | The user must fill in the field before they can save. | | Review | When editing an existing record, the user is prompted to fill in the field. | | Disabled | The user can't edit the field. | | No Change | The field behaves normally. |
Create a Rule
- In the lower-left corner, click Settings.
- Click the Data Entry tab.
- Click Conditional Fields.
- Select the record type the rule applies to.
- Click + Create new rule in the upper-right corner.
- Enter a name for the rule. A description is optional but helps your team later.
- Set the criteria for when the rule should apply.
- For each field you want to control, choose Required, Review or Disabled.
- Click Save.
The rule is active as soon as it's saved and appears on the Conditional Fields page, where you can deactivate, clone or delete it.
Example: Never Save a Person Without a First Name
- Criteria: First name is blank
- Fields:
- First name → Required
- Last name and Work phone → Review
- Source → Disabled
When a user tries to save a person who matches the criteria without meeting the rule, the form lists what needs fixing in its lower-left corner and won't save until it's done.
Conditional field rules also apply in the Quick Add Form, so extra fields can appear there when a rule matches. See Add a Company, Deal, and Person at Once.
Need help? Contact support at customercare@pipelinecrm.com.