I have a situation where I want to set the field of the “Stage” by automation. Where it takes the first stage from the selected pipeline. Hence, it should not be set on creation, the automation sets it. But after this, it should not be deleted.
Proposed solution 1:
In the field settings for required fields, add the ability to set a formula that will set the field on creation. If the formula returns null, ask the user for the value.
Proposed solution 2:
Detect if a value will be given by automation. If so, do not ask the user for a value.
Proposed solution 3 (extension of 1):
Add an option for “Default” for all fields. Allow this default to be set by formula. In this case, it will still show the field as it is required, but the default field will be set by the formula, which is based on the pipeline. Note: I think this requires work on the “dynamic relation without created entity” first. "Filters aren’t applied because they have missing ‘𝑥’ dynamic values" - #14 by Illusory. I assume, but not sure.