Need to make field mandatory before state close/complete

Gillerla Rajesh
Tera Contributor

I need to make field mandatory before state close or complete using ui policy i made state is closed by I need before close how can I achive

10 REPLIES 10

IMG20231025160130.jpgIMG20231025160119.jpg

Hi @Gillerla Rajesh ,

 

From the above pic u just need to change the condition of your UI policy to

 

state is one of & mention all the state except Closed Complete , Closed Incomplete & Cancelled

 

Then try It should work!

 

Thanks,

Danish

 

Yes it's working before close means we will select all except close/cancel

@Gillerla Rajesh 

 

Yes. Please mark the solution as accepted & helpful if it helped u.

 

Thanks,

Danish

 

AndersBGS
Tera Patron
Tera Patron

Hi @Gillerla Rajesh ,

 

I'm unsure of your question as in general you can just make a UI Policy for if state is one of new, in progress or on hold (which is before close or complete), then make the UI Policy Action.

AndersBGS_0-1698229596631.png

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards

Anders 

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/