Capturing conditionally required Opportunity Custom Fields

Nicole Holt

We are working toward getting our public grants team fully integrated with NXT. As this tool wasn't really made for public grants, there are a good deal of custom-field-workarounds happening.

I don't want to be overly involved in the day-to-day data entry for this group--the work lives outside the fundraising office--and I have doubts about just giving a group of custom fields to include on all public grants. I imagine this will turn into a data hygiene challenge if it is not somehow directed in a ‘wizard’ sort of way. So I'm wondering if it makes sense to have some sort of automation through Power Apps, Power Automate, or MS Forms. I figured my first stop should be here, to see if anyone else has already tackled a problem like this? My brainstormed solutions are looking a little convoluted.

Dan Snyder

@Nicole Holt Can you share a bit more about what information you are needing to collect and how it will then be used/reported on? I would suspect there is a way to do something, but not sure I fully grasp what you are looking to do.