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Mandatory fields alerts

JOHN WIN SUNDAR April 28, 2024

I would like to make certain fields as mandatory while closing the card. Is this possible. Kindly share your knowledge on it.

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Ben Finn
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April 28, 2024

Howdy @JOHN WIN SUNDAR
You can do this by creating a workflow with a condition/validation. Let me knof if you need more detailed instructions.

A condition will stop users from seeing the transition unless its met. A validation will stop the transition from happening and give them a warning. 

For condition, use value field.

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For validations use the field required validator.

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JOHN WIN SUNDAR April 28, 2024

@Ben Finn Thanks for your efforts. I have tried the same but the custom fields are not displaying in the 'Field required in this transition' field. How could I get the custom fields there 

Ben Finn
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April 28, 2024

Ahhh... yeah, thats a known frustration. There are a few options for this, off the top of my head:

1. the Regular Expression Check validator has more options but is still limited a bit, give it a try. If you are not familiar with RegEx, its pretty simple.

2. Automation to send it back to its old status with email. This does waste your automation count which some people care about.

3. Filter for issues with the fields blank and do manual intervention (definitely does not scale).

Do any of these meet your needs?

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