{"id":217,"date":"2016-12-14T12:40:24","date_gmt":"2016-12-14T11:40:24","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/docs\/fields\/mark-a-field-as-required\/"},"modified":"2017-01-24T11:19:02","modified_gmt":"2017-01-24T10:19:02","slug":"mark-a-field-as-required","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/fields\/mark-a-field-as-required\/","title":{"rendered":"Mark a Field as Required, Unique or External Id"},"content":{"rendered":"

1. Mark a Field as Required<\/h4>\n

You can set a field as required to force users in your organization to enter\/choose a value when creating or editing a record.<\/p>\n

To Mark a Field as a Required Field (Ex: Status Detail of a Lead):<\/p>\n

Log in to Cirrus Shield with your administrator profile.Click on your name, then select Setup.Go to the Object\u00a0tab, and click on Details\u00a0Lead.Click on the\u00a0Custom Fields\u00a0(On the top left).Search “Status Detail”, and click on Edit.Check\u00a0the box “Required”Click\u00a0Save.<\/p>\n

2. Mark a Field as Unique<\/h4>\n

You can set a field as unique to forbid duplicate values. An email address can be considered as a unique field because two people can’t have the same email address. Other examples includes Passport Number, Product Code orIdentity card number as a unique field.<\/p>\n

To mark a Field as Unique (Ex: Email):<\/p>\n

Log in to Cirrus Shield with your administrator profile.Click on your name, then select Setup.Go to the Object\u00a0tab, and click on Details\u00a0Lead.Click on the\u00a0Custom Fields\u00a0(On the top left).Search “Email”, and click on Edit.Check\u00a0the box “Unique”Click\u00a0Save.<\/p>\n

3. Mark a Field as an External ID<\/h4>\n

When importing data using the Data Manager or Data Wizard<\/a>, you can use\u00a0the values of the \u201cExternal Id\u201d field. The \u201cExternal Id\u201d field is a field that is used as the unique record identifier from an external system when importing data into the Cirrus Shield instance.<\/p>\n

To define a field as an \u201cExternal Id\u201d field, you will need to check the \u201cExternal Id\u201d property found when creating\/updating a field in the Cirrus Shield platform.<\/p>\n

Let’s say that the Email in the User Object (Standard Object) will be the External Id, then your have to :<\/p>\n

Log in to Cirrus Shield with your administrator profile.Click on your name, then select Setup.Go to the Object\u00a0tab, and click on Details UserGo down, and click on edit Email\u00a0for example.Check\u00a0the box “External Id”Click\u00a0Save.<\/p>\n

Now, when you want to import data in the Cirrus Shield Instance, you must add a column in the excel file including the\u00a0external id of the person to whom the record is assigned.<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":213,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"doc_tag":[],"class_list":["post-217","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/217","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=217"}],"version-history":[{"count":7,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/217\/revisions"}],"predecessor-version":[{"id":649,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/217\/revisions\/649"}],"up":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/213"}],"next":[{"title":"Add or Rename Picklist Values","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/fields\/addrename-pick-list-values\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/220"}],"prev":[{"title":"Remove, Edit and Add Custom Fields","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/fields\/removeedit-custom-fields\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/215"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=217"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=217"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}