Mandatory fields in CTA
This enhancement will be available in Fall release. Admin will be able to mark fields as mandatory while configuring CTA layout and a validation will be done before closing the CTA. The CTA will not be allowed to close unless all mandatory fields are filled.
Thanks,
Nitisha
No limitations, this feature will be available for linked objects too.
Thanks,
Nitisha
This feature is available now.
Thanks,
Nitisha
My CSMs are running into this issue closing CTAs with mandatory fields that aren't highlighted. As an Admin, how can I emphasize mandatory fields and or disable?
Best,
Schuyler
+3Has the last comment on this thread been addressed or added to the roadmap?
At this time, a user isn’t made aware that a field is ‘Close Mandatory’ until they attempt to close the CTA. While we can train the CSMs to address this issue, it is a lot to remember exactly which fields are required on all the different types of CTAs they encounter. It would be incredibly beneficial is there was some kind of indicator within the CTA for all fields that are ‘Close Mandatory’ while it is still open.
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