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Field Validation (outside of workflow)

Edited

Hi All,

I am trying to validate fields independent of the workflow, e.g. Participant can not contain John Smith if uid2 is NULL.

I am aware that I can add this logic to transitions, and am also aware that I could overwrite changes using automation. Instead, I am hoping to make this standard at the project level.

The end goal is to avoid sending notifications unless required information exists.

1 answer

Hi @brad_both@brad_both 

To make sure I understand what you are trying to do, you want to manage fields but you want it done on a specific project, not within a workflow. Is that right?  

Michael

Yes, that is correct, regardless of what workflow/stage/transition; i.e. any time an update is made.

Hi @brad_both 

I'm unable to find any way to do what you are attempting to do. It does not seem possible.

Sorry!

Michael

If you are OK with this answer, please mark it as accepted. Thank you.

Thank you so much for looking into this. I've come to the same conclusion but will leave this issue open just in case someone else has an idea for a workaround.

Thanks again, @Michael Simmons 

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