Mark fields as required
  • 04 Nov 2023
  • 1 Minute to read
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Mark fields as required

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    Light

Article summary

You can mark specific fields as required directly in the Edit Lines modal. Once defined as required, users must complete the field before saving changes on the line.

Prerequisites

Before configuring this feature, make sure that the Is Required field on Edit Prices Dialog Field object is visible and can be edited.

If the field is not visible or can't be edited, confirm that it has been added to the object's page layout and is visible in the user's profile. For detailed instructions on how to add fields and check for visibility, refer to Make fields visible or editable.

Procedure

  1. From the Lightning App Launcher, go to the appropriate Product Selector Configuration.
  2. On the Related tab, in the Edit Line Dialog Fields section, select a field.
  3. Select the Is Required checkbox.
  4. Select Save.
Note

Using the Deal Manager Is Required field is an alternative to marking a field as required in Salesforce field administration. Using this Deal Manager option allows you to create a record with an empty field and then require the user to populate it in the Edit Lines modal.


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