Make Fields Mandatory/Required Based On Other Field Conditions In VTiger 7
Admin can configure unique layouts for different types of records by using VTiger Conditional Layouts. It allows the system administrator to systematize what fields/blocks to show based on other field values.
How to Make Fields Mandatory/Required
- Go to the “Menu” and select “CRM Settings“
- Under “VTiger Premium” select “Conditional Layouts“
- Click on the “+ New Conditional Layouts” button or you can edit an old one.
- On the 3rd tab click on the “Add Task” button to add a new field in the Conditional Layout.
- Then select the “Field Value” and set it to “Make Field Mandatory“.
Summary
It has an intuitive interface to configure conditions as well as fields to be shown, hidden and made mandatory. Having this ability to dynamically Show, Hide & Make Fields Mandatory will greatly improve data accuracy.
For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
