Making fields required

Hi Virginia,

You can achieve this by making a validation rule so whenever a new customer is added, the field is required.

Hey Tom,

Thanks so much.  I think I am missing something.  When I try to create the validation rule, I cannot get the syntax correct.  I am trying to create a rule in which the Industry field is required when you create a new customer.  Can you please review the screenshot and let me know what I am doing wrong?

Thanks so much!

Virginia  

Hi Virginia,

You would want to use this syntax:

$Industry = NULL

Please refer to my image if you need a reference.

Hey Tom,

Thanks so much.  That makes sense.  I think I am still missing something though.  When I look at your screenshot, you can select to run the validation rule when certain criteria are met.  I cannot that option (see my screenshot below).  What I have currently is not working, so I am wondering if that is the reason..? What am I missing?

Thanks,

Virginia

Hey Tom,

Just kidding.  I got my validation rule to work.  Here is my dilemma though....

I made the industry field required, but I cannot access the field to input the data (see screenshot).  What is the best way to fix this?

Hey Tom,

sorry for the long chain of responses.  I found how to edit this through my layout settings.  This issue is resolved.

Thanks for your help!

Hi Virginia,

Thanks for the update! I am glad that it is working for you now and no need to apologize for the chain of comments. :)

I would like to require a customer to be assigned to all bugs.  Is that possible?

Or alternatively if it's more doable, require it before a bug can be closed.

This is totally possible. You would need a validation rule basically stating if the status of the bug (bug status = closed), then customer field is mandatory. This question would be better asked in our customization thread since our customization experts monitor that forum and would be able to provide an efficient way of creating this.