Mandatory field
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7 hours ago
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 ?
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3 hours ago
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.
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3 hours ago
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.
Regards,
Nikhil Bajaj