Subscription Required: Custom Project Fields are available on select subscription plans. Questions? Contact Support to learn more.
Yes, you can mark Custom Fields as ‘Required’ when creating a Loopio project in Salesforce.
Marking a Custom Project Field Required
- Navigate to Admin > Custom Project Fields
- Create a new Custom Project Field, or click Edit Custom Project Field (pencil icon) to the right of the field you want to make required
- Select the checkbox under the Required column
- Click the checkmark to save your changes
To see the changes, create a new Loopio Project.