How do I remove close note requirement on idea?

jayhun21
Tera Contributor

‎12-15-2023 06:17 AM

I have a requirement to remove close notes on an idea when it's moved to Complete. I'm looking for a business rule on the idea table, but can't find what I'm looking for. Could it be a UI Policy or Client Script?

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎12-15-2023 06:48 AM

Hi @jayhun21 

 

Don't remove , better to hide or make it read only. You can use UI policy for this.

State= Complete

Action

Close Note  =  Read Only

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