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.

darichan Rookie Asked on January 3, 2023 in Other.
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2 Answers

Hi Darichan,

Please follow the below steps,

  1. Navigate toCustomization > Workflow > Workflows > New.
  2. Set the following:
    Record Type= Transaction
    Sub Types = Sales Order
    Release Status = Released
    Trigger Type = On Create, On Update
  3. Click onSave.
  4. Create aNew State > Click on Save.
  5. Click onNew Action > Select Set Field Mandatory
  6. Set the following:
    Trigger On= Before Record Load
    Event Type = Create, Edit
    ParametersField = Job (Main)
    Mandatory = checked
  7. Set the condition as Item Type = Service
  8. Click on Save.
Beginner Answered on February 9, 2023.
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