How can I make a field required?
September 22, 2016 15:38
You can make a field required within the "Administration".
Make a field required
- Click on the “User” and select “Administration” from drop down menu.
- Click on "Fields & Forms".
- Click on the corresponding Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
- Click on the "Edit" (gear wheel) for specific field and select "Modify Field Form Settings ".
- Check "Mark this field as required" and click "Close".
Note: You must publish the changes! After publishing, all Pipeliner users need to synchronize in order to see the changes!