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5.20 Changing Mandatory Fields in the Contact Form

5.20 Changing Mandatory Fields in the Contact Form


This lesson will show you how to chose which fields are mandatory in the "Add Contact" form.

Access "Create Contact Form"

 

When adding a contact to AgileCase there will be certain fields that you want filled in as part of the minimum criteria to create a contact.

In order to do this first access the contact form page by clcking "Create Contact Form" under "Case Type Settings".

Check the boxes to toggle mandatory status

 

On the contact form page, simply click the checkbox for the fields you want to make mandatory. Once this has been done, click "Save Changes" to finish.

The selected fields will now be mandatory

 

When you next go to create a contact, the fields you marked as mandatory will have to be filled in to proceed.