Hi guys I have a custom form with a field marked a...
# general
s
Hi guys I have a custom form with a field marked as mandatory but it's not being enforced... I have it set as a mandatory field in the customize form settings but there is not * indicating its mandatory and we can still save the record without the field. Any thoughts on what could cause this?
t
I don't know what I'm talking about but have you tried using a workflow on the record and before load you can set the field as mandatory?
s
hi! thanks for responding - Im not super familiar with workflows tbh - but do you need to have a workflow AND "mandatory" checked off next to the field? seems kinda redundant
t
I completely agree, it was just something that popped into my mind. You shouldn't need both. I'm just wondering if making a quick workflow would do the trick.
s
hmm ok ill give that a go thank you!
a
Mandatory can be controlled from the custom field itself, from the form, or in a script\workflow like @Sarah Flanagan suggested. You'd want to look at each. If you did change it on the form, confirm you're using the correct form.
s
Hi AK - its not a custom field (IDK if that makes a difference) - I am trying to make "Company name" on the lead form mandatory. I just double checked and I am editing the right form
a
definitely does make a difference. When you're creating the lead, change the lead type to Company...then you should see the field required
which is also a company general preference..you can set lead's to default to companies...and then this field would always default to required