Set a User-Defined Field as Mandatory Given Conditions

Updated 3 years ago by Celina Kwan

To complete this procedure, you must have Modify permission for user-defined field setup.

Use this procedure to set a user-defined field as mandatory when a specified rule is matched. This procedure applies only to user-defined fields for Address Book entries or Opportunities.

  1. In the left navigation pane, click Administration, and select Set Up User-Defined Fields.

  • The Set Up User-Defined Fields dialog box opens.
  1. To search for a field, enter all or part of a field name in the search box and click the search icon.
All matching fields in the list are highlighted, and the number of matching fields is displayed.
  1. Click on the User-defined field.
  2. In the Mandatory section, select Mandatory based on rule.
  1. In the text field, enter the rule.

Click Insert Field to add basic or User-defined fields to the rule.

  1. Click Save to finish.

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