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Looking for a way to associate a checkbox in one field with content in another.
I am creating a log of all new, won opportunities. The goal is to catalog the types of services included in each new opportunity. Next, we need to understand the revenue split by service types.
I created a web form that allows users to "check" the service types in the opportunity. Next, I need them to allocate the revenue associated with each type selected.
What is the best way to do that? Is it possible to use the presence of a check box in one field to require users to populate another field?
For example, let's say the opportunity will generate $1,000. It includes service A and service B: 2 of the 10 service types we offer. The form user selects the checkbox by type A and B to indicate the two types included. Next, the user needs to allocate the revenue by service type A and B; A is $600 and B is $400. We would use conditional logic to ensure the sum is $1,000.
The solution must allow us to "count" services offered by type and associated revenue. We need these two field to be related but independent to show service mix, trends, etc.