How to customize the quick create page

Posted by caylali on 04-Feb-2016 22:36

Hi,

How to make "Lead" and "First Name" field mandatory on the quick create page?

similar to this:

Thanks.

Rollbase - Forum

All Replies

Posted by Mani Kumar on 04-Feb-2016 22:58

Hi,

Navigate to the respective Object Definition page, Pages section.

You will see a "Quick Create" page under this section. Edit that page and mark the fields as "required'.

If First Name is from other object, you would need to change the same in related objects page.

Regards,

Mani.

Posted by caylali on 07-Feb-2016 16:54

Thanks. It works.

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