How can I make a field mandatory?

Certain fields, such as First Name, in the Contacts page, are required in the default setup of the Oracle add-in. You can set certain fields, such as Location, as required, when setting up the standard objects in Application Composer.

However, there can be scenarios where you want to make some fields in the add-in required, without affecting the default setup or the standard objects.

For example, in the Appointments page, you may want to make Appointment Type mandatory, which is otherwise an optional field in the default or standard setup. In such case, you can set it as mandatory from the Microsoft 365 designer.

Here's how you can do that:

  1. Enter a sandbox and open Microsoft 365 Designer (Application Composer > Productivity Applications Setup > CX Cloud Microsoft 365).
  2. Open the Edit layout of an object, such as Appointment.
  3. Create a copy of the standard layout or modify any existing custom layout.
  4. Within the layout, go to the field you want to change the mandatory options of.
  5. Expand the Field Criteria section on the right-side pane and see the options under Required Conditions field. By default, it's set to Application Composer Default. This means that the field follows the standard object settings done in Application Composer.
  6. Change the Required Conditions to 'Always Required' or 'Conditionally Required' as needed - Pick Always Required if you want the field to be mandatory always. Pick Conditionally Required to make a field as required, only when few conditions are met. For example, Appointment Type must be required only when a user selects an appointment as 'All Day'.

  7. Save the layout.