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How to make specific fields mandatory for transactions
How to make specific fields mandatory for transactions
Updated over a week ago

To create a mandatory field for the transaction, go to Fields > Transaction fields > Add field. In the pop-up window, set the field type and choose whether you want it to be mandatory all the time, or dependent on the transaction status.

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After creation, the created field will now appear under the Additional fields tab anytime a user creates a transaction.

The agent won't be able to proceed without filling the mandatory fields highlighted in red.

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