Monday, July 1, 2019

Create and Edit the same Record with Set Field Mandatory action

If mandatory field is needed in two different situations, the Set Field Mandatory action needs to be used twice in Workflow State.

Example situations
1. Creating a new Record. Field is marked as mandatory if user selects value X in field Y.
2. Editing the same Record. Field is marked as mandatory if value X is already set in field Y.

Solution
There will be two Set Field Mandatory actions:
1. Trigger is 'After Field Edit'
2. Trigger is 'Before Load'. User can create a condition via VisualBuilder to cover correct behavior.

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