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Making Workflow Field Mandatory in Knowledge Management

kkeerthan
Tera Contributor

Hi Experts,

 

In the Zurich ServiceNow instance, I need the Workflow field in the Knowledge Management form to be mandatory.

Initially, the field was not mandatory, so I updated it at the dictionary level to make it mandatory.

After this change, the field is mandatory only in the Draft state.

However, my requirement is to have the Workflow field mandatory in other states as well, specifically Review and Pending Retirement.

Currently, the mandatory indicator is not appearing in these states.

I need a solution or approach to enforce the mandatory condition for the Workflow field across all required states.

 

Thanks in advance.

11 REPLIES 11

SohamTipnis
Mega Sage

Hi @kkeerthan,

 

This is happening because Knowledge forms in ServiceNow don’t fully respect dictionary settings once the article moves across states. Internally, there are UI policies and lifecycle controls that override field behavior after draft.

So even though you made Workflow mandatory at the dictionary level, it only works in Draft because other configurations take over in Review and Pending Retirement.

 

If you find my answer useful, please mark it as Helpful and Correct. ‌‌‌‌‌‌‌‌‌😊


Regards,
Soham Tipnis
ServiceNow Developer ||  Technical Consultant
LinkedIn: www.linkedin.com/in/sohamtipnis10

Aditya_hublikar
Mega Sage

Hello @kkeerthan ,

 

I just have one doubt here . You are manually changing workflow(workflow_state) field in knowledge article form ? Because in my instance ootb it is readonly  from draft state itself  and it get auto updated when you send article for approval and it get approved . Please let me know your requirement clearly 🙂 .

 

If this is your custom requirement  you can handle it by using ui policy on basis of state value only .

 

If this helps you then mark it as helpful and accept as solution.

Regards,

Aditya

Hi @Aditya_hublikar  yes, OOTB is same for me, but my requirement is that workflow field should  show Mandatory symbol , when the  state is  review and pending retirement.

Hi @kkeerthan :

I am bit confused, if the field is read only, then how does it matter, you display it mandatory or non mandatory.

What are you trying to achieve by showing a read only field as mandatory?

If you explain your use case, then may be we will be able to help / guide.

 

Best Regards,

Bhavesh

Hi @Bhavesh B 

I have attached two screenshots. When the workflow is in the Draft state, the mandatory symbol is displayed. However, when it is in the Pending Retirement state, the mandatory symbol is not shown. This is my issue. Is it possible to achieve this or not?