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Suggested answer

removing mandatory field 'Organisation Type' on account entity

Posted on by 15

hi,

I'm trying to remove a mandatory field 'Organisation Type' on Account entity but I get error 'The field you're trying to remove is required by the system or business'.

I tried to hide it but still I get error 'Organisation Type: Required fields must be filled in'

any clue please?

  • RE: removing mandatory field 'Organisation Type' on account entity

    Hi Partner,

    Sure you can test it on trial environment and accordingly you can take it further.

  • molenos Profile Picture
    molenos 15 on at
    RE: removing mandatory field 'Organisation Type' on account entity

    Thanks Akash, Good work around but I'll have to redesign my whole form then. I have about 15 fields on it. I'll try it on trial first.

  • Suggested answer
    RE: removing mandatory field 'Organisation Type' on account entity

    Hi Partner,

    Here is a quick Form designer trick which might help you to remove the Mandtory field. Requesting to test and verify in Trial environment first 

    For Example:  We have to remove the "Pre-requisite Name" field from the Form

    pastedimage1580750118632v1.png
    pastedimage1580750118632v2.png

    Change the number of columns of the tab which contains the required field to two.

    pastedimage1580750118632v3.png
    pastedimage1580750118632v4.png

    Move the required field to the second section.

    pastedimage1580750118632v5.png
    pastedimage1580750118632v6.png

    Change the number of columns of the tab back to one.

    pastedimage1580750118632v7.png
    pastedimage1580750118633v8.png

    CRM will show a warning dialog and will delete all the fields in the second section giving you an empty form

    pastedimage1580750118633v9.png
    pastedimage1580750118634v10.png

  • molenos Profile Picture
    molenos 15 on at
    RE: removing mandatory field 'Organisation Type' on account entity

    thanks Andrew Butenko but I don't wana do that just in case if the field is used in other apps. Is there any other option?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: removing mandatory field 'Organisation Type' on account entity

    Hello,

    Try to make field optional and then hide it.

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