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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Set the required field...
Microsoft Dynamics CRM (Archived)

Set the required field to optional in Contact form

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Posted on by Community Member

Hi experts,

I want to reset the "Salutation" and "Nick Name" fields in Contact form from required to optional.

How to achieve this goal?

Thanks,

Hao Wu

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi..

    There are multiple ways to make fields required to optional.

    1. You can make field optional from entity customization, open required field, and change field requirement = Optional

    businessRequired_5F00_BR.PNG

    2. Another option is Business Rule, 

    based on certain conditions if you want to change field requirement, then you can do using business rule.

     businessRequired_5F00_BR.PNG

    3. Third option is JavaScript code, you can put java script code on form load and using code you can set field requirement. 

    Xrm.Page.getAttribute(arg).setRequiredLevel(requirementLevel)

    more details 
    https://msdn.microsoft.com/en-us/library/gg334409.aspx#BKMK_setRequiredLevel

    Hope this will help..
  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    Open any contact record, click on (...)  on the right most and select Form option from drop down, it will open form for you, now double click on the field ->Details->Edit and change requirement level to option, Save and then publish.

    Thanks

  • Suggested answer
    Hamzeh Zawahreh Profile Picture
    Hamzeh Zawahreh 3,674 on at

    hello Hao Wu

    you can go to Settings From the sitemap then select Customization Then expand the component on the left side select your entity.

    then go to fields select your field then you can change the requirement level to optional:

     

    customizing fields img4

  • Suggested answer
    Hamzeh Zawahreh Profile Picture
    Hamzeh Zawahreh 3,674 on at

    hi also see this:

    technet.microsoft.com/.../dn531187.aspx

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Hao Wu,

    The easiest way:

    Go to Contact Form, form editor

    Then go to the field, double click or edit

    Go to the Tab detail and edit the field

    Change the requirement setting from required to business recommended or optional up to you.

    Hope this helps.

    Thanks.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    thank you Aileen, i was looking everywhere in the field properties I was not able to see the "Requirement Level" as i didn't click on "Details" button :)

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