It is possible to change the Sales Phase while skipping Tasks set as Mandatory via the Activity Advisor.
Reproducing the Issue
Activity Advisor is set up with mandatory Tasks for Opportunities.
Example: Mandatory Tasks exist for the Sales Phase at 30% and at 60%.
- Go to the Sales work centre.
- Go to the Opportunity view.
- Open an Opportunity ABC (ABC represents the name).
- Change the Sales Phase from (for example) 1% to 90% directly.
- Click Save.
RESULT: ABC is saved and the field Sales Phase now shows 90%. No warning or error message was triggered.
When the Sales phase is switched to 90% , there are no warning messages because there are no activities set as mandatory for this phase.
If you switch to phase 60% , you will see the warning message since this phase has mandatory activities listed.
This is expected system behaviour.
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