Enable required field support for Opportunities in web view

Enable the ability to set required fields on Add / Edit Opportunity forms

  • Ron Fontenot
  • Nov 8 2019
  • Reviewed: Voting Open
  • Attach files
  • Jaclyn Whitelock commented
    26 Sep 15:46

    This is absolutely critical as we move towards TWS. It is frustrating and inefficient that I should have to do multiple maintenance queries for important and commonly missed fields in webview that were previously able to be required in database view. In addition, it sounds like there were hundreds of votes for other, similar/duplicate ideas to this that have not been merged into this one? This is a very common complaint amongst database professionals in recent years that comes up often around webview.

  • Rene Rosengren commented
    November 11, 2023 04:25

    Why haven’t all the votes from the duplicate Ideas been combined to give a true count of the number of votes for this?!

  • Petra Hall commented
    September 28, 2023 14:08

    One of the hurdles to adopting RE NXT, if you're used to the database view, is the lack of data entry controls. If a field is marked as "required" in the database view, it should be required in NXT.

  • Nikki Long commented
    November 02, 2022 16:31

    Any update on when this feature will be added? It's very frustrating to hound fundraisers in web view to do this when it's mandatory required in database view but they don't use that view.


  • Deb Dressely commented
    July 12, 2022 17:50

    @Ken Cantu, can we get an update on whether this is moving up the priority list? Any chance you can give it another nudge?

  • Guest commented
    June 09, 2022 16:23

    As a gift officer I do not want, nor have the time, to do some entries in NXT and the database


  • Deb Dressely commented
    June 09, 2022 15:49

    We should include the 505+ votes from the previous Idea(s). It is obvious to eveyone in Community and on the Idea Banks (all of them) that this is a huge issue for users. Let's make it happen!

  • Rene Rosengren commented
    June 08, 2022 20:07

    The fact that this hasn't happened is bad enough and then on top of it there's the inefficient process of having to ferret out duplicate Ideas, put time and energy into indentifying them all, voting for them all, adding notes to them all & then lobbying for people to voe for them all just makes it over the top frustrating! I worked so hard to get the votes up and now were back down to 105!

  • Deb Dressely commented
    August 25, 2021 21:52

    The number of votes is misleading. When this was part of RENXT-I-405 it had 490 votes asking to make required fields consistent across platforms. It is marked as shipped but apparently only the portion that relates to actions and not all the requests and comments about opportunities. Now required fields for Opportunities has a new idea and we are back at 87 votes.

    Do you know how hard it is to report on Opportunities by fundraiser when fundraiser isn't a required field in NXT? It is required in database view along with all the other fields that drive our reporting - but not in NXT where ALL our gift officers work. This is a monthly nightmare of a clean up before we can begin reporting.

    I don't know if Idea Bank can get any more convoluted or complicated but maybe, yes it can.

  • Rene Rosengren commented
    January 23, 2021 18:08

    Thanks for providing the update. This is dissapointing to here , though because as mentioned gift officers are responsible for entering Opportunities, but because we can't have required fields that were easily managed in the database, officers too often save in complete Opporunities. They don't want to go back to using the database to enter their Opportunities & I don't want them to do that either. It is great that they prefer the webview for their work. I am stunned that this Idea has just 74 votes. I know there are many orgs out there that struggle with this same issue.

  • Ken Cantu commented
    January 08, 2021 17:32

    Hi Rene and all, this isn't on the current near term roadmap to deliver but required fields in multiple areas has been something we've been talking about recently to evaluate and bring in if we have capacity that free's up soon. If we make change to add it to the roadmap we'll be mentioning it in the product update briefings (PUBs) in spring and fall.

  • Rene Rosengren commented
    November 04, 2020 20:04

    Any progress? Please update. Our gift officers continue to forget to enter fields that are required for regular reporting. We need to be able to make more Opportunity fields required just as they are set in the database view. Our gift officers are using RENXT Web view, & we want them too! Please create the option to configure required Opportunity Fields. Please!

  • Rene Rosengren commented
    October 14, 2020 17:37

    Any progress on this?

  • Joelle Ferreira commented
    March 02, 2020 17:56

    Agreed with the comments posted already. This is needed urgently!

  • Jodi Rostek commented
    February 19, 2020 14:15

    Required fields are essential to enable us to report accurately.  We have 20+ gift officers entering their own Opportunities and we need to be able to rely on the data without having to review/correct/push back.  

    THANK YOU!

  • Rene Rosengren commented
    November 12, 2019 16:26

    This is a much needed fix! Appreciate that required fields are coming over for Actions now. Please make the fix for Opportunities too! Thanks!

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