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Saving lead entity without mandatory fields filled

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Posted on by Sankalp Sreekar

There are some mandatory fields on the lead form which are required for qualifying. But the user may not know the values when creating the lead and hence I want to allow saving without the mandatory fields filled. Any suggestions on how to do this?

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Torrado 1,270 on at

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RE: Saving lead entity without mandatory fields filled

Hello Sankalp,

If the intention is to allow creating the Lead without populating some fields, you can set them as Optional.

Then, you can create a simple Business Rule to set the fields as "Business Required", with redundant condition (e.g. "Created On contains data") to make it trigger only after the Lead record is created.

Hope this helps you.

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Sankalp Sreekar on at

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RE: Saving lead entity without mandatory fields filled

The issue is that these fields need to be populated but only before qualifying the lead. Customers are clicking on the qualify button before filling in the mandatory fields.

So the form should save without the mandatory values being populated but clicking qualify should trigger the message that the mandatory field was not filled

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Torrado 1,270 on at

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RE: Saving lead entity without mandatory fields filled

Hello,

If you want to have that validation only when pressing "Qualify" button, you can create a PreValidation Plug-in on Qualify message, that will fire only when clicking "Qualify" button.

Inside the Plug-in logic you can check if the fields are populated and, if not, display a message to the user.

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David Yu on at

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RE: Saving lead entity without mandatory fields filled

Hi Sankalp,

You may set mark the field as optional from the entity and enable onload JS to change the field required level after the lead getting qualified.

Here is the sample JS code for changing field required level. FYI

setRequiredLevel (Client API reference) - Power Apps | Microsoft Docs

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Sankalp Sreekar on at

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RE: Saving lead entity without mandatory fields filled

Hi David,

So there's a process which contains required fields at every stage. I've extracted the list of required fields and made them mandatory by using setRequiredField("required"), on loading the form. The problem is this prevents the lead from being saved without these fields filled during lead creation. The users wouldn't have this data beforehand and should be able to save the lead without the process provided required fields

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David Yu on at

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RE: Saving lead entity without mandatory fields filled

You may change it to not required at very beginning by formContext.getAttribute(arg).setRequiredLevel("none") and change it back once user qualifies the lead.

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Sankalp Sreekar on at

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RE: Saving lead entity without mandatory fields filled

But those fields are required for qualifying the lead. My requirement is that users should be able to save the lead without filling those fields but should fill them to qualify the lead

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David Yu on at

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RE: Saving lead entity without mandatory fields filled

You may leverage QualifyLead message in plugin to block the qualify action if some of the fields are blank.

Please register the step as synchronized.

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Torrado 1,270 on at

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RE: Saving lead entity without mandatory fields filled

Sankalp, as mentioned before, if you want to have that fields validation when pressing "Qualify" button, you need to create a synchronous PreValidation Plug-in on "QualifyLead" message, that will fire only when clicking "Qualify" button.

Then, inside the Plug-in logic, you can check if the fields are populated and, if they are empty, block Lead qualification and display an error message to the user.

Please mark the answer as verified if helpful.

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Sankalp Sreekar on at

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RE: Saving lead entity without mandatory fields filled

Hi,

Is it possible to get the current BPF name and it's mandatory fields in the plugin? I am trying out this approach today and I'm stuck at getting the BPF mandatory fields

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