How do I change the fields that are required to file email?

Cirrus Insight stores email as a completed task.  Cirrus Insight also uses the Salesforce page layout to determine required fields when creating the task.  For this reason, it may display a field like "Call Duration" which has to be filled out before an email can be filed.  The work-around for this involves a Salesforce configuration process,

Cirrus Insight will populate the field "Task Type" with a value of Email when filing the email.

Change the field attribute so that it is not required, but instead use a validation rule to make the field required for any type other than Email.  The validation rule can be created by opening

Salesforce Setup -> App Setup -> Customize -> Activities -> Task Validation Rules and create a rule similar to the following.

Screenshot of validation formula.


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