RE: Can a set a mandatory body field in a Sales Order transaction based on an item selection in sublist?
I have seen the workflow “set mandatory field” option, but when I look through the conditions for the trigger, I cannot find how to set it based on the item selection.
For example, I want to make a personalized date field mandatory, If the item selected for sale is a specific service item.
Hi Darichan,
Please follow the below steps,
- Navigate toCustomization > Workflow > Workflows > New.
- Set the following:
Record Type= Transaction
Sub Types = Sales Order
Release Status = Released
Trigger Type = On Create, On Update - Click onSave.
- Create aNew State > Click on Save.
- Click onNew Action > Select Set Field Mandatory
- Set the following:
Trigger On= Before Record Load
Event Type = Create, Edit
Parameters: Field = Job (Main)
Mandatory = checked - Set the condition as Item Type = Service
- Click on Save.
