Sunday, May 26, 2019

Make the Case Issue Field Mandatory when Help Desk is Marked

When Help Desk is marked, make the Case Issue field mandatory

1. Navigate to Customization > Workflow > Workflows > New
2. Choose the Record Type = Case
3. Execute as Admin = T
4. Release Status = Released
5. EVENT BASED = T
6. ON CREATE = T
7. ON UPDATE = T
8. TRIGGER TYPE = All
9. NAME = enter workflow name
10. Click Save
11. Click State 1 > New Action
12. Click Set Field Mandatory
13. TRIGGER ON = After Field Edit
14. CUSTOMER FIELDS =  Help Desk
15. CONDITION > Click the Open icon:

  • FIELD = Help Desk
  • COMPARE TYPE = checked
16. Click Add
17. Click Save
18. Parameters section:

  • FIELD = Case Issue
  • MANDATORY = T

19. Click Save
20. Click New Action again in State 1
21. Click Set Field Mandatory
22. TRIGGER ON = After Field Edit
23. CUSTOMER FIELDS = Help Desk
24. CONDITION  > click the Open icon:

  • FIELD = Help Desk 
  • COMPARE TYPE = unchecked

25. Click Add
26. Click Save
27. Parameters section:

  • FIELD = Case Issue
  • MANDATORY = F

28. Click Save

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