This blog contains some new interesting thing regarding Required= ‘true’ property for any field in CommWebPicker Screen (For Block).
As per the standard Sage CRM, there are three fields available in the For block of the Communication Detail Screen.
Now, suppose if we want that communication should not be created from anywhere without selecting person. In easy words we can say that we want to make the Person field as required in the CommWebPicker Screen by using the Required Property.
In order to achieve the same what will we do, we will write the Required=’true’; in the Create Script box of the Person field in the CommWebPicker Screen.
If we create new communication from New task, New Appointment action button under MY CRM, Opportunity, Cases, Company and Person; it will work fine as per our expectations. It will throw a validation error if we create communication without selecting any person.
But if you are going to create a new communication from Lead or from workflow’s Action button, then you will face a strange issue. You will not be able to Save the Communication.
If you have close look at the Communication Screen which will appear from the workflow or from lead, you will not find the For Block in the Communication Entry Screen. Yes, this is reason why you are not able to save the communication. Because this time the For block is not available and Required=’true’; condition is already written for the Person field. That’s why it restricts to save the communication record.
So, if you are dealing with lead or workflow, please avoiding the directly use of Required=’true’; condition. In order to achieve the same, first you will need to find the “Act” on the page where you want to make the communication field as
Required. If your criteria meets then place the required condition in the If loop.