Editing Required Fields

Hi,

Is there anyway i can change the required fields in the default forms,

i.e: would like to make email as a required field in the lead
generation form,

Regards,
Salman

Hi Salman,


If you need to make changes like the one you have told then you would need to know what document you need to edit and these documents are called DOCTYPES in the system.

So you would need to edit the DOCTYPE for lead now for this do the following
  • Go to SETUP
  • In setup goto SYSTEM
  • In system goto¬†
    Customize Form View
  • There select the form type as LEAD
  • When you select lead then all the fields of Lead would come in a table under it.
  • There on S.No. 22 (I think) is EMail ID click the edit button next to 22
  • Once you click that edit button a new form for that field would open which would give a lot of options and one of them is required
  • Check the required check mark next to required and save and you are done.
  • This ways you can do a lot more things just you should know the form name.

Hi,

Please check this blog to learn more about customize web form
functionality.

Thanks and regards,
Umair Sayyed

On Jan 15, 9:05 pm, Aditya Duggal ad...@gmail.com wrote:

Hi Salman,

If you need to make changes like the one you have told then you would need
to know what document you need to edit and these documents are called
DOCTYPES in the system.

So you would need to edit the DOCTYPE for lead now for this do the following

  • Go to SETUP
  • In setup goto SYSTEM
  • In system goto Customize Form View
  • There select the form type as LEAD
  • When you select lead then all the fields of Lead would come in a table
    under it.
  • There on S.No. 22 (I think) is EMail ID click the edit button next to
    22
  • Once you click that edit button a new form for that field would open
    which would give a lot of options and one of them is required
  • Check the required check mark next to required and save and you are
    done.
  • This ways you can do a lot more things just you should know the form
    name.