Hello,
I designed the out-of-the-box opportunity sheet so that
- there are fields called “Process” (reflecting different sales processes) and “Stage” (depending on the sales process), and both are mandatory (non-empty)
- “Stage” is set to be a cascade selection on “Process”
The problem is when I try to use the “Stage” field for a kanban board. No record shows up for no apparent reason. Both Attached please find the screenshot.
I could simply create multiple versions of the same opportunity page, but there’s no business justification for doing so.
But it works fine for “Process” category, though.