Create Lead Form.

[xmaulino]

Hello all:

This is my first post here so please be nice

Anyway I have been messing with sugarCRM for the past two days and it's working awesome so far... I have reached a point where I need to ask the experts.

I have created a few forms using the Campaigns - Create Lead Form and they work great, however I need to have a few required fields such as First Name, Email, Address... Also I would like to have a drop down menu with the Country, State, and type of request which I would predefine to be listed on the drop down menu.

My question is how do I accomplish the above? I have edited the html files created under /cache/generated_forms but I am not able to get it to work.

I have noticed that the only required field in the whole SugarCRM application is the Last Name. Is this a bug?

Any help would be appreciated.
Thank you
xMaulino

[joseperales]

Hi,

Please check the script that is in the bottom of the file form, and you will see the part that correspond to the lastname.

If your need more help let me know.

Kind Regards

[TerdNuggets]

lol, I have just recently had to deal with this. I don't think Sugar CRM has a nice way for the REQ fields. I feel you should be able to just check the box in the Studio where it ask if the Field is REQ or not. If the field is already created you can not check the box.

Anyway, there is a real easy way around it.

To make a field required just add this into your form:

<input type="hidden" id="req_id" name="req_id" value="first_name;">
<input type="hidden" id="req_id" name="req_id" value="last_name;">
<input type="hidden" id="req_id" name="req_id" value="primary_address_street;">

For however many fields you want to require.

For the State or Country drop down option, all you have to do is modify your code. I believe when you Generate the for it has the State as a text box, just simply change this in your code to a drop down. You need to keep the same field name however.

<select name="primary_address_state" size="1" title="primary_address_state">
    <option value="AL">Alabama </option>
    <option value="AK">Alaska </option>
   <!-- etc -->
   </select>

I hope that covers it.