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Add Missing Field Modal For Won status #215
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Add Missing Field Modal For Won status #215
Conversation
@Siddhantsingh1230, can we ensure that this pop-up only opens if PMS is installed? Otherwise, a pop-up is not needed. |
Can we add a checkbox field to the Opportunity Doctype via the rtcamp app, labeled "Create Project from Opportunity" (with the description: "Automatically create a project when the opportunity is marked as won")? This field should default to true and will be used in the frontend to trigger the "Missing Fields" modal flow. Implementing this should satisfy our use case and eliminate the dependency of any external apps on NCRM. cc: @KanchanChauhan / @niraj2477 |
Description
Previously, setting an opportunity to
Won
showed a toast if required project fields were missing, with no way to fill them. This PR adds a modal to collect all required fields upfront, improving the user experience.Relevant Technical Choices
Testing Instructions
Additional Information:
Screenshot/Screencast
Missing.Field.Modal.webm
Checklist
Addresses https://github.com/rtCamp/erp-rtcamp/issues/2155#issuecomment-2883071739