Change: Mark Fields required but allow updates

[keithcox]

I have a requirement to make certain fields mandatory but allow updates to other fields without fulfilling the mandatory field. Example: Risk and Impact field is mandatory before it can move to the approval state but need the field to be highlight so the user knows this field needs to be populated. They have a business case where the Risk and Impact may not be fully known yet but they want the ability to update all other fields until this information is known. Currently if I make a UI Policy for the Approval State it doesn't trigger to be seen until you select the button to move it into the approval state. If I add this requirement to the approval ui action then it doesn't highlight until you click the approval button. Is there a way to highlight a field required but still allow other field updates?

Thanks,

Keith

[rohantyagi]

Keith, in this case i suggest that you configure the field style and make the color of that field red or something different. Dont make a mandatory, that way it will grab users attention but still allow them to submit the form. Check out this document to configure field styles: Define field styles

Also, the comment from Arnab in this post: Re: How to set a particular color for field.

[Brian Lancaster]

Update the UI action for request approval to check the fields so they only become mandatory when someone tries to request approval and they are not filled out. I do not believe you can use a UI policy to make the fields mandatory but then allow users to save it without filling in the fields.

[SanjivMeher]

Hi Keith,

You can show a message just below Risk field that this is a required field without making it mandatory using UI policy.

Then in the Approval UI action, check, if this field is not empty. If it is empty, don't do an update and simply show a pop up to fill the Risk.

[keithcox · Accepted solution]

Thank You Rohan, Brian, and Sanjv for your recommendations. I have tested them and they all work just fine now I just need to see what will work best fro our customers. Thanks again for all of your help.

Keith