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darkknight
darkknight
Expert ⭐️
November 28, 2016
Parked

Add Mandatory fields at Task level

Related products:CS Cockpit & Playbooks
  • November 28, 2016
  • 6 replies
  • 48 views
The Mandatory fields feature in November release is great, but would like to see it extended to the Task level also as we do have some CTAs that span a lenghty amount of time (up to 90 days) and would be good to prevent an individual task from being closed unless they have completed Mandatory fields.

      6 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      November 29, 2016
      Thanks for the idea, Jeff. Makes sense. We will priorities it based on the # of customers interested in it.

      Thanks,
      Nitisha
      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      November 29, 2016
      +1 We would definitely use this. We have specific fields that we want the CSM to fill out., but I'm not sure about having them on every task. Maybe it's something you can assign at the playbook level?
      dillon_chambers
      dillon_chambers
      Contributor ⭐️⭐️⭐️
      December 9, 2016
      Concur would also be interested in this.
      S
      stefanoboni
      Contributor ⭐️⭐️
      October 17, 2024

      Hello,

       

      no update on this? At this time we are still not able to mark custom fields as mandatory which I think it’s very limiting.

      Thank you.

      AshutoshSingh
      Gainsight Employee ⭐️
      AshutoshSingh
      Gainsight Employee ⭐️
      August 19, 2026
      Updated idea statusDiscovery→Parked
      AshutoshSingh
      Gainsight Employee ⭐️
      AshutoshSingh
      Gainsight Employee ⭐️
      August 19, 2026

      Thanks for sharing this idea. We reviewed it and added to my backlog, but due to other high priority asks we’re not planning to prioritize it right now, so we’re moving it to Parked. 

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