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.

Rookie Asked on January 3, 2023 in Other.
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2 Answer(s)

For this I would create a Sublist Action Group set to Items, then create a Return User Error action using the criteria of Item = specific service item.  It would throw a warning with whatever text you want – something like “You must populate [enter field name here] before saving.”  It is not technically the same as the set mandatory field action, but should achieve the same result of restricting save when not populated.  Of course you would want it to trigger as a Before Record Submit to actually prevent the save… hope this helps!

Rookie Answered on January 3, 2023.
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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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