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megan_meehan
megan_meehan
Contributor ⭐️
Jul 22, 2016 5:54 PM UTC
Question

Validation Rules for Custom CTA Fields

Hello,

I created a customer field on the Call to Action object. I have exposed it on the CTA layout. I would like to require it on a certain CTA Type. Is that possible?

I tried creating the validation rule in Salesforce on the Call to Action object, but it doesn't seem to work in Gainsight. 

    4 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    Jul 26, 2016 5:17 AM UTC
    Hi Megan,

    Thanks for the idea. We will definitely look into it and keep you updated about the status.

    Thanks,
    Nitisha
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    eva_lau_af97b8
    Gainsight Employee ⭐️
    eva_lau_af97b8
    Gainsight Employee ⭐️
    Sep 7, 2016 10:38 PM UTC
    what is the status on this one? i believe Adobe will be happy that they can validate the field. 
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    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    Sep 8, 2016 5:28 AM UTC
    Hi,

    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
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    aviv_caspi
    aviv_caspi
    Contributor ⭐️⭐️⭐️⭐️
    Nov 21, 2016 9:54 AM UTC
    @Nitisha, will the changes be relevant also for Tasks? We want to make custom Tasks fields mandatory as well.

    Thanks much!
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