Making a Custom Segment Mandatory

If you want a segment to be a required field on records where it appears, you can configure it to be required. You implement this configuration by checking the Mandatory box on the segment definition. This option affects all record types to which the segment has been applied.

However, be aware that even with this configuration, the segment is not necessarily required in all situations. For example:

You can configure a segment to be mandatory when you are creating the segment. You can also edit the segment later to change this configuration.

To make a segment mandatory:

  1. Edit the custom segment.

  2. Click the Validation & Defaulting subtab.

  3. Check the Mandatory box.

  4. Click Save.

Related Topics

Validation and Static Default Values for Custom Segments
Configuring Static Defaults for Custom Segments

General Notices