checkbox as required field in Leads module

hi All,

I am trying to ensure that checkbox is a required field in leads module. basically its a GDPR privacy statement and we need to make sure that checkbox is checked before submitting a lead in CRM. This needs to be cascaded into the partner portal as well. There is no option to make a checkbox mandatory via Studio, any recommendation on how this could be achieved would be great.

Thanks,

K

Checkbox studio options

Parents Reply
  • Where is this lead form? Is it a standard Sugar portal functionality or some customized lead form?

    As Björn Canales Pfisterer already wrote and suggested you have to make a change in the lead form if possible.

    I am not sure how the lead form is set up and whether it is generated by sugar functionality or not. Following workaround may or may not work but you can give it a try if you have access to the code base

    Open the file placed at custom/Extension/modules/Leads/Ext/Vardefs/sugarfield_privacystatement_c.php and add the following line in it.

    $dictionary['Lead']['fields']['privacystatement_c']['required']=true;

    Remove the dependency customizations done earlier and then run Repair & Rebuild in your system.

    Note: I would recommend doing this first on your local copy of SugarCRM to make sure that everything is working properly.

    Regards,

    Junaid

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