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Status Shipped
Categories Account settings
Created by Michael F
Created on Feb 10, 2021

Conditionally Required Fields based on workflow status

Make fields required based on workflow status. I would like the ability to make fields required once they reach a certain workflow status or statuses. This would foster the notion that at creation and exploratory, we may not know all the details and that acceptable, but once we commit to develop something, those details must be defined.

    Feb 11, 2021

    Thank you for your idea. We have a feature in progress that will allow you to link custom layouts to workflow statuses. One use case which aligns with what you are requesting here is that you could hide fields on records during the early phases of your workflow and have them show once the workflow reaches a certain status.

    This feature will be available soon as part of our Enterprise+ plan.

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  • Karie Kelly
    May 28, 2022

    I don't know the implementation as I am not on the enterprise+, but if the screen that is displayed includes the option to set some fields as required as does the standard layout, then it should meet the ask. However, it would be beneficiial if the admin could clarify.

  • Ryan Johnson
    Mar 15, 2021

    Why is this marked shipped but doesn't address the ask? Please reply if you are going to consider requiring fields based on status.

  • Ryan Johnson
    Feb 16, 2021

    I have a similar idea, but what your responding with is not exactly what is being asked here. "Required" is the key ask, how can you force fields being entered, not just show or hide, before moving to next state.


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Praseetha Balakrishnan about 3 years ago in Strategy 0 Shipped