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Make field business required after qualify status fail using a business rule

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Posted on by ElderJoe1

So when qualifying a lead I need certain fields to be required. Now there is a business process flow already set up that will do this for me. But I need to use the fields that are on the form itself, not the fields that are created using the business process flow. I have this working for a test field, it throws an error when the qualify button is clicked and this field has no value. This is great but I also want to it to visually be marked as business required with the red asterisk as well.

How can I do this using the business rule? I can add a business required action after the error action but it appears to just get ignored.

I also tried this.

I get the desired result but the show error message gets ignored and produces a generic "something went wrong statement".

is there a way to change this error to be a specific response

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StefanS365 3,575 Most Valuable Professional on at

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RE: Make field business required after qualify status fail using a business rule

Hi there,

If the lead is qualified it makes no sense to set the Description field as business required since the record is inactive/read-only.

You could use a business rule that sets a field (step) in the business process as required & locked if the Description field is empty, to prevent it of being qualified.

Or you could use a realtime workflow to show an error message on qualification if the Description field is empty.

Reference:

survivingcrm.com/.../