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Question

Validation Rules for Custom CTA Fields

megan_meehan
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
Hi Megan,

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

Thanks,
Nitisha
eva_lau_af97b8
  • eva_lau_af97b8
  • Gainsight Employee ⭐️
  • 3 replies
  • September 7, 2016
what is the status on this one? i believe Adobe will be happy that they can validate the field. 
nitisha_rathi
  • nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • September 8, 2016
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
aviv_caspi
  • aviv_caspi
  • Contributor ⭐️⭐️⭐️⭐️
  • 38 replies
  • November 21, 2016
@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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