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Create “Top X Designation” custom object which is the related list to Opportunity (Look up Relationship). In the Top X Designation object, create the fields Type (Picklist), Document Attached (Checkbox) Create one field Handoff Attached with pick list type with values are Yes, No on Opportunity Object. Logic :- If Type (Top X Designation) = “Contract Flow Down/Handoff”,and “Document Attached” = True then “Handoff Attached” = True, otherwise false.

Asked by Amy Avery Feb 2, 2020 1.1K views 1 answer
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