Mandatory field

KouassiP
Tera Contributor

Hello All , 

I have a mandatory field in a task of an item .

The fact is this field can only be filled after a treatment and often by another team .

Is it possible to set this field free during an assignment to a team and set it mandatory when we want to close the task ?

2 REPLIES 2

M Iftikhar
Mega Sage

Hi@KouassiP,


Yes, you can achieve this with a UI Policy (client-side) or a Business Rule (server-side):

  • Keep the field non-mandatory in normal states so teams can work on the task.

  • Create a UI Policy with condition State = Closed (or your closing state) to set the field to mandatory.

  • (Optional) Add a Business Rule to enforce the same when the record is updated through scripts/API.

This way the field is only required at closure, not during assignment.

 

Thanks & Regards,  
Muhammad Iftikhar 
 
 
If my response helped, please mark it as the accepted solution so others can benefit as well. 

Nikhil Bajaj9
Tera Sage

Hi @KouassiP ,

 

It can be easily achieved using UI Policies. You can set conditions based on state ex:- Field mandatory when State is <something> or group is <something>. Field non mandatory again - based on condition of state.

 

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Regards,
Nikhil Bajaj