Editions: Professional edition and above
DCs: All
Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users.
[Updated on 5 Sep 2024] This enhancement has been released to all users in all DCs.

The case for optional fields

• A sales development rep (SDR) needs to gather details such as company size, budget, and other factors in order to qualify a lead.
  
• An account executive (AE) will pick up where the SDR left off and delve deeper to discover specific needs, pain points, decision processes, and more.
  

Use optional fields to enhance your blueprints

• Users can complete detailed feedback fields in ticket resolution processes if the customer is willing to provide information.
  
• Users can gather additional task details—such as estimated time, priority level, and dependencies—in task management blueprints.
  
• Users can record preferences and additional information in registration processes. These could cover accessibility requirements, motivations for participation, areas of interest, and more.
  
• Order fulfillment blueprints can include fields related to order consolidation, if multiple orders are being combined into a single shipment.
  

To do this, go to a blueprint's transition form and mark the appropriate fields as optional or mandatory based on your needs. Previously, every field in the transition form was mandatory.

Users can then proceed to the next stage even if the optional fields aren't filled.

You can mark the following items in the blueprint's transition form as optional:

• Fields from the primary blueprint module and related modules
  
  
• Checklist items
  
  
  
  
• Notes, tags, and attachments
  
  
  
  
• Other fields added under Associated Items, like tasks, meetings, etc.
  
  
  
  

Moving notes, tags, and attachments

• Tags will be available when you click the + Add button.
  
• Notes and attachments will be available under + Add > Associated Items.
  

• Whether the module field is mandatory or not
  
• Whether a layout rule is marking a field as mandatory or not
  
• Whether it's set as mandatory in the blueprint transition setting