Mandatory contacts filling for some users

[davide445]

For some users (external teams) was needing to mandatory fill a Contact creating a new Account or converting a Lead.
I find the way to do it for specific fields but not a way to force the creation of a Contact.

[Maximus]

Hi there,
Probably you might hear about the https://docs.espocrm.com/administration/dynamic-logic/. So there is an ability to set a field as Required.
Via UI you are able for example to set this rule that depends on the specific team (I believe your user must be a part of such team). Note - this rule will work only if the target entry is linked to the specific team.

Unfortunately, you can't set this logic that based on a specific user via UI. But you can specify this logic by creating a Dynamic Handler https://docs.espocrm.com/development/dynamic-handler/. So all you will need to set is a simple check: if the current user ID is equal to ID of the desired user -> set the target field as Required.