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Customer Forum

Can I choose which fields are mandatory for web leads?

External Posted: 2011-03-24 15:41

Hello

 

I'd like Company Name to be mandatory, and telephone number optional, how can this be achieved?

 

Regards

 

Dave M

Workbooks Support Posted: Thu, 24.03.2011 - 17:21

Hello,

I think the easiest way to do this is to use the excellent JQuery Validation plugin. We use this on our own website.


Basically you can keep your form tidy and give your users feedback both while they are completing the form and when the click to submit it.  You will need a couple of javascript includes, a small snippet of javascript appended near the end of your form, and to decorate your form with some self-explanatory class=required attributes.

Here is a tutorial:  http://elegantcode.com/2009/09/27/playing-with-jquery-validation-library/

James.

External Posted: Fri, 25.03.2011 - 09:11

Oh I'm sorry, I was under the impression our workbooks was setup to require them, thanks for your help.

Workbooks Support Posted: Fri, 25.03.2011 - 12:56

Here's some additional information that you may also find useful:

 

  • Some fields are mandatory.  Mandatory fields are denoted by a blue bar on fields e.g. Open a Person record.  The Name field has a blue bar, which means it's a mandatory field.  Here's a link to a previous forum post, which is on a similar theme.
  • If you're importing data using the import tool, mandatory fields are marked with a star icon - Additional information can be found here.
  • There are plans to allow customisation of screens.  When you have a moment, please feel free to read and contribute to the idea - Custom Page Layouts.