How to set assigned to field as "mandatory" in a task

[cicgordy]

Hi all,

I am creating a catalog flow in flow designer and I need to configure the ability to set the "assigned to" field as "mandatory" for a catalog task I created, and then auto assign this person to following tasks that will be created after too.

Any suggestions?

[Shashank_18 · Accepted solution]

@cicgordy 

Please use the UI Policy to mark the field as mandatory, you have the flexibility to define the condition using which that field will become mandatory.

Using flow designer, you can auto-assign the task to specific user or Group. I think that's pretty easy you can follow the document and get it done.

Hope this will resolve your issue.

thanks !

[Johns Marokky]

Hi @cicgordy ,

I don't think you can make Mandatory in the flow designer. For this use case you might have to rely upon the UI Policies or Client Scripts.

However you can able to set the assigned to value using the flow designer while creating the catalog task using the create catalog task action.(See the below image for reference)

Mark helpful if it helps in solving your query.

Regards,

Johns

[Shashank_18 · Accepted solution]

@cicgordy 

Please use the UI Policy to mark the field as mandatory, you have the flexibility to define the condition using which that field will become mandatory.

Using flow designer, you can auto-assign the task to specific user or Group. I think that's pretty easy you can follow the document and get it done.

Hope this will resolve your issue.

thanks !

[cicgordy]

Hi, thanks for replying. 

Would you be able to show me an example of how to achieve the two requirements? 

1- As you say, in flow designer, how do I use the UI Policy to mark the field as mandatory? and where to define the condition which that field will become mandatory?

2- I know how to assign a task to a group, as you said it's pretty straightforward, what I need though, is to auto assign the person within that "mandatory assigned to" field, also in tasks that will be created after that one. 

Thanks 🙂

[cicgordy]

Hi Thanks for your reply. 

Would you be able to give me an example of the two requirements? 

1- In flow designer how do I use the UI Policy to mark the "assigned to" field as mandatory? and to define the condition which that field will become mandatory?

2- I know how to assign a task to a specific group, it's pretty easy as you say, what I need though is to auto populate that person within the "mandatory assigned to field" for following tasks created too. 

Thanks