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Hi All, I wish to make the First name fields  in the screen shot required in the 'New' contact screen rather than the edit screen.

 

I also wish to remove some of the fields as well from the layout such as siffix etc?

 

Am I able to change the required fields and the layout of the 'New Contact' screen?

 

where cna I do this? All I can locate is changing the layout for the edit contcats page
답변 4개
  1. 2015년 6월 10일 오후 5:21
    Hi Glenn,

     

    You cannot make First Name on Contact as requires, as Name is a compount field.

     

    For this you can write a validation Rule on Contact.Validation rule fires whenever a record is created or edited.

     

    Setup>>Build>>Contact>>Validation Rule>> Click on New button

     

    Give Error Condition:

     

    ISBLANK(FirstName)

     

    Error Message:

     

    Please enter First Name.

     

    Also you can choose where we need to show the error message, whether at the field level or on the top of the page.

     

    Other Fields can be removed from the page layout.

     

    To edit the layout

     

    Setup>>Build>>Contact>>Page Layouts>> Edit the Contact Page Layout

     

    You can remove the fields from the pagelayout. These fields will not be shown either on new screen or edit screen.

     

     
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