Demand Management

Nitin21 · 3 weeks ago

Hi, I want to achieve this criteria is demand records. How should I about implementing this.

Given the state of a demand record is in "Qualified"

When I select "Defer" or "Return to draft"

Then I should be prompted to provide a reason for this, to provide a future reference.

AND I should be required to provide this before the record is saved.

palanikumar · 3 weeks ago

You can add a UI Policy to make the Reason mandatory when state is Defer or Return to draft

Thank you,
Palani

Dr Atul G- LNG · 3 weeks ago

Hi @Nitin21

Go as much as possible with OOTB (Out-of-the-Box) functionality. The best approach is using a UI Policy—just create a UI Policy and add a UI Policy Action. It's simple and easy to do."

https://youtu.be/--cBINw7HR0

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Rishi_11 · 3 weeks ago

Hi @Nitin21

If you have field to store "reason" good otherwise create a custom field to store it. Then create UI policies to make your field visible and mandatory.

Thanks,

Rishi.