Remove Required Fields from the Real Estate Proposal and eSign it in minutes

Aug 6th, 2022
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How to Remove Required Fields from the Real Estate Proposal

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hello and welcome my name is andrew reed today were going to talk about proposal user fields and some other field related enhancements that have been implemented in version 93109 of propricer first we will cover the proposal user fields feature and how it allows you to customize the general page of the proposal properties proposal user fields replace the custom text fields that could be created in proposal defaults in previous versions of propricer next we will cover an enhancement that has been added to summary fields the enhancement allows you to create a hierarchical structure in the summary field list by defining parent-child relationships between each of your summary field values this can be extremely useful when you need to group or roll up your summary fields when creating reports lastly ill show you how you can require that a resource field is selected on an estimate in order to save it lets begin with proposal user fields first i will open up the setup ribbon and select the

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Follow the steps below. Go to Settings -- Customizations. Click Customize the System. Under Components, expand Entities, and then expand the entity you want. Click Fields. Select the field you want to remove from the form (which is Business Required) Change the Field Requirement from Business Required to Optional.
Then edit the new workflow under the Inactive list of workflows - Jira settings Issues Workflows. You will want to click on the Create transition and select Validator link. Find the Validator that requires the field, open and ensure it is the Approver field then remove it.
When you make a field required, people must enter an answer to the field in order to submit their entry.
To eliminate the Company field requirement on Leads Go to Setup | Customize | Leads | Page Layouts. Click Edit next to the Page Layout name. Click on the wrench icon for the Company field. Deselect the Required checkbox and click OK. Save the Layout.
For that first we select the Main Phone data card and then unlock it. Once done, selected the Required property of the Data card and then set its value to value of the Approved checkbox. Now that the Data card has been marked mandatory, the form submit is automatically taken care of.
You cant remove the Required field but you can hide that. 1) Change the field type from Name to Auto Number. 2) Now in the Page layout remove that name field. I hope it helps you.

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