Overview
When a field is marked as mandatory in the Sales Form Generator, existing web forms may not automatically inherit that change if they were originally created before the field became mandatory.
In these cases, the field must be removed and re-added to the web form configuration to apply the updated requirement.
How It Works
A field can be configured as mandatory in the Sales Form Generator; however, web forms created prior to that configuration change may continue using the older field settings.
To ensure the web form reflects the current field requirements:
- Verify that the field is marked as mandatory in the Sales Form Generator.
- Navigate to Admin > Manage Web Form Generator.
- Open the applicable web form.
- Locate the field that needs to be updated.
- Remove the field from the form.
- Add the same field back to the form.
- Confirm that the field now displays as mandatory.
- Save the form and proceed through the remaining setup screens until the changes are fully saved.
Verifying the Change
After saving the updated form:
- Refresh the website page containing the form.
- Confirm that the field is now displayed as mandatory.
In most cases, the change is reflected immediately on the website after the form is saved.
Website Updates and iFrame Considerations
Changes made to the web form configuration generally apply to the website in real time.
If updates do not appear immediately, it may be necessary to regenerate and re-embed the web form iFrame code on the website.
If multiple fields require updates, it is recommended to:
- Complete all field modifications within the Web Form Generator first.
- Save and validate the form.
- Regenerate the iFrame code (if required).
- Update the website only after all form changes have been completed.
This approach helps minimize the number of website updates needed and ensures all field changes are applied consistently.
Best Practice
Before updating a website integration, review all fields that require changes and make those updates together. Once all modifications have been completed and verified, update the website integration if necessary.