set work notes mandatory and change state when submitted
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12-11-2024 11:15 AM
Hi, I have the below requirement
For Policy record, there is a custom UI action. I want it to be visible when the state is review and logged in user is member of a certain group and I want the work notes to be required/mandatory when the user clicks on UI action and the state should change to work in progress as soon as the user submits/click on post after filling out work notes.
Can anyone help me with the approach?
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