Field not available on form to make it required

Jocelyne Robinson
Jocelyne Robinson
Seventh Anniversary
in Blackbaud CRM™ General Discussions

I want to make the start date and information source a required field on some of the edit forms (ex: Email Address Edit Form) and the fields are not available to make them required.

Comments

  • Bethany Avery
    Bethany Avery
    Sixth Anniversary Participant Facilitator 1

    Hi Jocelyne,

    In this particular instance, it looks like those fields are available to set as required in the “EMAIL ADDRESS EDIT FORM 2”. So theoretically you should be able to go to the place where you are hitting Email Address Edit Form, and edit the action to instead point to the “Email Address Edit Form 2” using Page Designer. You can make the applicable fields required on that form in Application > Data Form Search > EMAIL ADDRESS EDIT FORM 2 > Field Characteristics Tab. Then edit “INFOSOURCECODEID” and “STARTDATE” to be required.

    Otherwise, if there are net new fields that you need added to this (or other forms) as either optional or required, that would require a data form extension.

    Let us know if you have any questions!

    All best,

    Bethany

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