How do I create a mandatory field in the Opportunities app?

Updated on September 2, 2020 05:09AM by Admin

You can set the fields as mandatory in Opportunities App. Let's go through the following steps to understand it better.

Steps to create a mandatory field

  • Log in and access Opportunities App from your universal navigation menu bar.
  • Click on the “More” icon and select "Settings" located at the app header bar.
Opportunities App

  • Select the “Customize App” dropdown. Click "Master Layout" from the left navigation panel.
Settings

  • Click on the "Inspector" tab of a field that is to be marked as mandatory. Here, Probability field. In the Inspector tab, the mandatory option is disabled.
Inspector tab

  • You can change the mandatory field by enabling the toggle icon.
  • You can view the red "*" symbol in front of the field indicating that it is a mandatory field.
Enabled Toggle