Required Fields for Workspace Types

Each workspace and script type has certain required fields when working on records.

B2C Service requires that certain fields always be populated when using workspaces or scripts to update certain record types. For instance, all incidents must have a contact, so the contact field is always required when it is added to incident workspaces and scripts. Likewise, opportunities must always have a contact or organization, so you must add a contact field or an organization field, if not both, to all opportunity workspaces and scripts.

In some cases, fields are required only if a record is associated with another record. For example, when using a contact workspace, if a contact is associated with an organization, the Organization Name field is required. If the contact is not associated with an organization, the field is not required.

You can save a workspace or script that does not include fields required for its type, but you must include them if the workspace or script will be used to create new records. When you place one of these required fields, you cannot edit the Required property since these fields are always required.

Tip: Most fields are required by default when placed on a script page, with the exception of chat scripts. However, in many cases, you can change the Required property to be not required after you place it on the script. See How You Set Hidden, Required, and Read-Only Properties and Workspace Rules.

This table lists fields that are always required when added to each type of workspace. Fields required for each script type are the same as those required for the corresponding workspace type.

Required Fields for Workspace Types

Workspace Type	Required Fields
Answer and Answer Multi Edit	Display Position, Language, Status, and Summary
Asset and Asset Multi Edit	Name, Product, and Date Purchased
Contact and Contact Multi Edit	Disabled Flag and State
Incident and Incident Multi Edit	Contact, Interface, State, and Status
Opportunity and Opportunity Multi Edit	Interface, Manager Commit, Rep Commit, and Status
Organization and Organization Multi Edit	Organization Name and State
Quote	Name, Forecast, and % Discount
Quote Product	Discount and Quantity
Task	Name and Status
Task Multi Edit	Status