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lesliesmith
Contributor ⭐️
January 24, 2020
New Idea

mandatory field on a CTA upon creating or saving the CTA

  • January 24, 2020
  • 6 replies
  • 261 views

I need to  make a mandatory field on a CTA that is required upon creating or saving the CTA.  Not only when closing the CTA.  Marking the Closed Mandatory selection does not require upon Save, only Closed.  Is there a way to accomplish this?

    6 replies

    aditya_marla
    Helper ⭐️⭐️⭐️
    January 27, 2020

    Hi @lesliesmith 

    Thanks for sharing the idea. As of today, this is not possible. Could you provide some more details on the use-case (eg. what fields do you want as mandatory). 

    Regards

    sai_ram
    Expert ⭐️⭐️
    January 28, 2020

    @lesliesmith changing this to an idea post.

    lesliesmith
    Contributor ⭐️
    January 28, 2020

    We have a required ‘Product’ field on the Call to Action and would want it filled out as soon as possible.

    Our preference would be to require it to be filled out when the user first sets the Call to Action to ‘Work In Progress’.  Today, the functionality only forces the entry upon Closure.

    sai_ram
    Expert ⭐️⭐️
    March 19, 2020

    @lesliesmith Thanks for the details you have provided. Sorry to say that this is currently not on our road-map. I want to observe other customer's interests and add this to the product backlog. 

    @All, Wwe add enhancement requests to the backlog based on customer's interests, so please show your interest by voting to this idea.

     

    sami.burk
    Contributor ⭐️⭐️⭐️⭐️
    October 29, 2021

    Adding to this post -- an option for required fields upon saving (not just closing) would be incredibly beneficial. Especially for Objective CTAs where certain fields are needed for the Snapshot, which will oftentimes be pulled before the CTA is closed. 

    Contributor ⭐️⭐️⭐️
    June 7, 2023

    Adding a +1 to this. Only have required fields on CTA closing is making it hard to get all the information we need when a CTA is in flight.