Make title mandatory for contact linked to account

[Maarten]

Hi,

When I link an account to a contact, it gives the option to add a title.
Is there a way to make the title required?

The field doesn't seem to have any options

[yuri]

Hi Maarten,

It's not possible. The 'contactRole' field is not Account side. It is not that field.

Consider a custom backend validation or an API Before Save script.

[Maarten]

I have a related question. When we create a new contact, and add next to the account a title (function title), then it's not stored by espocrm.

This is the payload:

{
    "status": "New",
    "whatsapp": "",
    "contractType": "Consultant",
    "teamsIds": [
        "64b68137887f3032d"
    ],
    "teamsNames": {
        "64b68137887f3032d": "Coordination team"
    },
    "salutationName": null,
    "firstName": "test",
    "lastName": "test",
    "name": "test test",
    "emailAddressData": [],
    "emailAddress": null,
    "emailAddressIsOptedOut": null,
    "emailAddressIsInvalid": null,
    "phoneNumberData": [],
    "phoneNumber": null,
    "phoneNumberIsOptedOut": null,
    "phoneNumberIsInvalid": null,
    "language": [],
    "accountsIds": [
        "61166f5cc1273c993"
    ],
    "accountsNames": {
        "61166f5cc1273c993": "test"
    },
    "accountsColumns": {
        "61166f5cc1273c993": {
            "role": "test",
            "isInactive": false
        }
    },
    "accountId": "61166f5cc1273c993",
    "accountName": "test",
    "title": "test",
    "accountIsInactive": false,
    "countryName": null,
    "countryId": null,
    "linkedIn": null,
    "description": null,
    "travelsIds": [],
    "travelsNames": {}
}​

This is the response:

{
"id": "654793839f9a24e43",
"name": "test test",
"deleted": false,
"salutationName": null,
"firstName": "test",
"lastName": "test",
"title": null,
"description": null,
"emailAddress": null,
"phoneNumber": null,
"doNotCall": false,
"accountIsInactive": false,
"createdAt": "2023-11-05 13:07:15",
"modifiedAt": "2023-11-05 13:07:15",
"hasPortalUser": false,
"targetListIsOptedOut": false,
"linkedIn": null,
"language": [],
"roleDescription": "",
"linkedInLink": "<a href=\"\" target=\"_blank\">Click here<\/a>",
"status": "New",
"trainingAmount": 0,
"whatsapp": "",
"contractType": "Consultant",
"isNLRCManager": false,
"emailAddressIsOptedOut": null,
"emailAddressIsInvalid": null,
"phoneNumberIsOptedOut": null,
"phoneNumberIsInvalid": null,
"emailAddressData": [],
"phoneNumberData": [],
"accountId": "61166f5cc1273c993",
"accountName": "test",
"accountsIds": [
"61166f5cc1273c993"
],
"accountsNames": {
"61166f5cc1273c993": "test"
},
"accountsColumns": {
"61166f5cc1273c993": {
"role": null,
"isInactive": false
}
},
"createdById": "614da7c0e68dba891",
"teamsIds": [
"64b68137887f3032d"
],
"teamsNames": {
"64b68137887f3032d": "Coordination team"
}
}​

After the contact is created, when we update the Title field for the contact's account, then it's saved.

Any idea why this is?

[yuri]

Maybe some customization (formula, workflow) interferes. Does it work when you create a related contact with an account role through the UI? If yes, try to replicate the same request. If no, try to figure out with your customizations.