How can I make a field required?

You can make a field required within the "Administration".

Make a field required

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Fields & Forms".
  3. Click on the corresponding Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
  4. Click on the "Edit" (gear wheel) for specific field and select "Modify Field Form Settings ".
  5. Check "Mark this field as required" and click "Close".
Note: You must publish the changes! After publishing, all Pipeliner users need to synchronize in order to see the changes!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request