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Lead Class does not appear on Marketing --> Lead entry screen. How do I expose that field ?


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Lead Class does not appear on Marketing --> Lead entry screen. How do I expose that field ?

We desire to 1. Make it enterable 2. Make it mandatory

 

Best answer by Manikanta Dhulipudi

Hi @DonGreen 

Here is a Stack Overflow article to help you:

 

https://stackoverflow.com/questions/47933636/how-do-you-mark-a-field-as-required-in-acumatica#:~:text=Layout%20editor%20Required%20setting.%201%20Select%20the%20field,3%20Set%20the%20Required%20field%20to%20True.%20

https://www.acumatica.com/blog/using-acumaticas-low-code-no-code/

Make A Field Mandatory

Previously, we used the PXDefault attribute to make a field mandatory. But in the Customization Project Editor, we can use the settings to make the field mandatory.

  1. From the Customization Project Editor, select Fields in the left-hand menu.
  2. Set the Required section to True.
  3. Publish the Customization Package to save the change.

     

 

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  • Author
  • Freshman II
  • 12 replies
  • May 3, 2023

I see now it is in the CRM INFO tab thank you @scottsmallbeck from Aktion….. how do I  make this a required field for entry ?


Manikanta Dhulipudi
Captain II
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Hi @DonGreen 

Here is a Stack Overflow article to help you:

 

https://stackoverflow.com/questions/47933636/how-do-you-mark-a-field-as-required-in-acumatica#:~:text=Layout%20editor%20Required%20setting.%201%20Select%20the%20field,3%20Set%20the%20Required%20field%20to%20True.%20

https://www.acumatica.com/blog/using-acumaticas-low-code-no-code/

Make A Field Mandatory

Previously, we used the PXDefault attribute to make a field mandatory. But in the Customization Project Editor, we can use the settings to make the field mandatory.

  1. From the Customization Project Editor, select Fields in the left-hand menu.
  2. Set the Required section to True.
  3. Publish the Customization Package to save the change.

     

 


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