Setting required fields

I need to set some fields as "required". Is there any view in which I can individually decide which field is required and which one is optional?

0

Comments

5 comments
  • Hi Aryan!

    Looks like this might be your second request. I saw you already added another post in the Product Feedback page.

    Currently, there's not an option to set certain fields as required. One option is to create a custom field group called "REQUIRED", then you can add custom fields to this group, so your users know to complete the information. 

    I hope that helps!

    0
    Comment actions Permalink
  • Erin,

    Does this mean we can add existing "not required" fields to this custom group with out duplicating them?
    For instance, a) could we simply add Pipeline or Pipeline Stage to the custom group, or b) would we have to create new (identical) fields to add to the Custom Group?

    If the latter (b), how do we prevent users from using the system-created Pipeline fields vs. the custom fields? Can they be hidden?

     

    0
    Comment actions Permalink
  • Hi David,

    A pipeline is different from a custom field so if your user has access to the record they will also have access to the pipeline.

    0
    Comment actions Permalink
  • Hi Erin or Nora,

    Can you clarify, with regard to the idea of setting up a custom field group called "REQUIRED"... Is there a way to actually make that group required? Or is this just a method of trying to encourage people to fill out the fields?

    Thanks.

    0
    Comment actions Permalink
  • Hi Emily:

    The suggestion of creating a "Required" group is for creating visual queue for your team. They will still be able to continue if the field is left blank. Hope this helps to clarify.

    There is a post for this in our Ideas & Suggestions page where you can add your vote - Feature request: required fields.

    0
    Comment actions Permalink

Please sign in to leave a comment.