Editing Required Fields

[Salmandaw]

Hi,

Is there anyway i can change the required fields in the default forms,

i.e: would like to make email as a required field in the lead
generation form,

Regards,
Salman

[Aditya Duggal]

Hi Salman,

If you need to make changes like the one you have told then you would need to know what document you need to edit and these documents are called DOCTYPES in the system.

So you would need to edit the DOCTYPE for lead now for this do the following

• Go to SETUP
• In setup goto SYSTEM
• In system goto  Customize Form View
• There select the form type as LEAD
• When you select lead then all the fields of Lead would come in a table under it.
• There on S.No. 22 (I think) is EMail ID click the edit button next to 22
• Once you click that edit button a new form for that field would open which would give a lot of options and one of them is required
• Check the required check mark next to required and save and you are done.
• This ways you can do a lot more things just you should know the form name.

[Umair Sayyed]

Hi,

Please check this blog to learn more about customize web form
functionality.

http://erpnext.blogspot.com/2011/12/customize-form-view.html

Thanks and regards,
Umair Sayyed

On Jan 15, 9:05 pm, Aditya Duggal <adityadug...@gmail.com> wrote:
> Hi Salman,
>
> If you need to make changes like the one you have told then you would need
> to know what document you need to edit and these documents are called
> DOCTYPES in the system.
>
> So you would need to edit the DOCTYPE for lead now for this do the following
>

>    - Go to SETUP
>    - In setup goto SYSTEM
>    - In system goto  Customize Form View
>    - There select the form type as LEAD
>    - When you select lead then all the fields of Lead would come in a table
>    under it.
>    - There on S.No. 22 (I think) is EMail ID click the edit button next to
>    22
>    - Once you click that edit button a new form for that field would open

>    which would give a lot of options and one of them is required

>    - Check the required check mark next to required and save and you are
>    done.
>    - This ways you can do a lot more things just you should know the form
>    name.