Hi everyone. Hoping someone may be able to help me with a challenge. My goal is that I need to create an entry form specifically just for the lead relationship to have fewer field requirements than the preferred form for lead/customer/prospect... the problem I am running into is that the entry form is for all 3 relationships (lead/customer/prospect) and I do not see how to edit the entry form for a specific relationship. In fact, the fields I need to make not-required don't even show required on the form when I edit it (but they do show required if I try to create a new Lead under Lists -> Relationships -> Leads -> New)

I would write a script and deploy it to the lead record, that on create or edit would switch the required fields to false.

thank you

let me know if that works for you

I am not familiar with writing scripts for Netsuite (I work for a support team for a company whose software integrates with Netsuite) so doing this is outside of my wheelhouse... l am first going to try to find some other solutions in the UI. I can't understand how one entry form is meant to be for multiple different relationships

@Adam Ryan I'm pretty sure there is achievable without any scripting. I recall seeing a setting for default lead form etc. I'm not on my computer atm, but have a look under Sales settings

Thanks. I'll need to double check what the customer has set there, but I was pretty sure it was just set to the same thing as the preferred lead/customer/prospect entry form, which doesn't show the fields I am looking to set as unrequired as required when I edit it. I appreciate your help!