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andreammelde
Helper ⭐️⭐️
August 14, 2025
New Idea

Customer Goal Required Fields Should be Different on Different Goal Types

Related products:CS Success Plans & Customer Goals
  • August 14, 2025
  • 1 reply
  • 27 views

The new feature introduced “Goal Type” does not allow us to require fields for different layouts. If a field is required, it is required for all types. This is an issue as the purpose of different layouts is to allow different fields. We are now required to display populate required fields that are not relevant since they are required at the object/ data management level.

 

We should be able to set fields required at the layout level, not the object level. This is not an option.

1 reply

bradley
Expert ⭐️
August 14, 2025

​@andreammelde echos of the past 😂 

I guess we weren’t specific enough in our beta testing that layouts should...be meaningful in their differences. 

Once again, a swing and a miss to leverage existing design principles and applying them to a new feature in a familiar and useful way.