By utilizing the required rule feature in Salesmate, you can define specific conditions under which certain fields must be filled out, ensuring data integrity and adherence to your business processes.
Set Required Rule:
To configure when a field should be marked as required in Salesmate, you can follow these steps:
- Navigate to the Profile icon on the top right corner
- Click on Setup
- Head over to Modules Category
- Here, select the Module
- Go to the All Fields tab.
- Hover over the field and click on the "Actions"
- Choose the "Set Required Rule" option, and a popup will appear.
- In the popup, you can configure a condition using the "Query Builder". You can add conditions or groups with "AND" or "OR" operations to build the query rule.
- For example, you can set a rule such as "Order value greater than $1000" to make the Shipping Charge field required.
Note: The lookup fields and text area type fields are not applicable to the required rules.
- When the rule matches the specified condition, the field will be marked as required in the creation form and quick add/creation form. It will have no impact on the listing screen or detail screen.
- Once you set a required rule for a field, the tag "Conditional Required" will appear on the field to indicate that it is required under certain conditions.
- In the board view, if you have configured a rule based on the stage value when you update the stage by dragging and dropping the record to that stage, a popup will appear stating "Details Required" and prompt you to update the required field.
- If you update the value of the required field, the record will be moved to the designated stage.
- If you skip updating the value, the record will not be moved to the new stage.
- It's important to note that if a field is already marked as required, setting a required rule for that field will have no impact since the field is already required in all cases.
Field Required Rule Scenario:
When configuring Required rules for fields in Salesmate, there are some important considerations to keep in mind:
Formula fields: It is not possible to set a required rule on a formula field. Formula fields are calculated based on other field values and do not require user input, so applying a requirement for them would not be applicable.
Disable the 'Set required rule' action: When a field is marked as "Always required," the option to set a required rule for that field is disabled.
Hidden fields and form validation: The required rule cannot be applied to hidden fields. Additionally, the required rule does not impact form validation.