Idea / Enhancement Request:
Currently, when creating a custom field in a Success Plan, the “Mark it as a mandatory field” option is disabled by design. This means custom fields added to Success Plans cannot be enforced as required at the object level.
We would like to request an enhancement to allow administrators to mark Success Plan custom fields as mandatory during the Create Custom Field flow, similar to how mandatory field enforcement works for CTAs.
Why this is needed:
Certain custom fields must be completed before a plan can be considered complete or before downstream processes can proceed. Without the ability to make these fields mandatory, users may leave key information blank, which reduces data quality and consistency.
Business impact:
- Improves data completeness and accuracy
- Reduces the need for manual validation and follow-up
- Helps enforce process adherence in Success Plans
- Ensures critical information is captured consistently across teams
Requested functionality:
- Allow custom fields created on Success Plans to be marked as mandatory
- Enforce required field validation when users create or update Success Plans
- Ideally, support this in the same way mandatory fields are handled for CTA objects