Method Community

 

Make custom fields mandatory in entries forms

Last post 04-06-2015 3:38 PM by Method_Audisho. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 04-06-2015 12:26 PM

    • Zarko
    • Not Ranked
    • Joined on 04-06-2015
    • Posts 1

    Make custom fields mandatory in entries forms

    Hi

    I added few custom fields to 'New Customer' screen ('Customer' table).

    I would like to make custom fields mandatory in entries form.

    I imported data from excel document (data we exported from NetSuite) to the table.

    In 'Table/Fields' I tried to edit fields for 'Customer' table, to make custom fields required but it is not posible to check checkboxes for this fields.

    Is the posible reason for this that some of fields have empty string value.

    Thanks.


    Zarko

  • 04-06-2015 3:38 PM In reply to

    Re: Make custom fields mandatory in entries forms

    Answer

    Hi Zarko,

    The Customer table is actually just a view of the Entity table. This view only contains fields that pertain to customers and only displays records that have the EntityTypeCustomer”.

    When you add a custom field to the Customer table, you are actually adding it to the Entity table as well as the Customer view. If you would like to make this field required, you will need to update every record in the Entity table so that this field is not blank.

    I hope this helps.

    -Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
Page 1 of 1 (2 items)