I need to set the Sub-Stage value (from a picklist) once the Opportunity Stage is set to a specific value. Can this be done as a formula or workflow or does not need to have code written to do so?

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    Assuming your Sub-Stage is a picklist too, have you looked at dependent picklists? – Jayant Das Apr 30 '18 at 19:36
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    If you use a formula, the substage can't be edited on the form – cropredy Apr 30 '18 at 20:47
  • We don't want the user to edit the field. It will not even be visible. – Mike Marshall May 1 '18 at 21:07
  • Yes the Sub-Stage is a picklist. If I use a Dependent picklist, and there is only one value, does that value automatically get populated or does the user still need to select it? This needs to be a completely automated process, which is why I lean toward the formula solution. – Mike Marshall May 1 '18 at 21:11

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