We have a "Date Signed" field in our Leads module and we want it to be required if the Status = "Client Signed". I have tried another suggestion I saw in this forum of equal($status,"Client Signed") but this does not make the field required. Any help would be greatly appreciated.
Hi Dawn,
If you check the "Required" checkbox in Studio, you can set the "Required If" formula to be = equal($status,"Client Signed")
I have multiple fields with the same formula in the "Visible If" and "Required If" field definitions...
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
Hi Dawn Mooney ,
Adding to Bud Hartley 's advice, you will also want to ensure that 'Client Signed' is the 'item name' value of the dropdown entry. If your 'item name' value in the dropdown list is different than the 'display label' value, make sure you use the 'item name' value in your formula. To see what the 'item name' value is, go to the dropdown list for your status field and the 'item name' values will be shown in bold:
Chris
Yes! I should have mentioned that! Thanks Chris!
Note the name of the stage in the formula is different than the displayed field name...
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
