Hi everyone! I have a question regarding workflow ...
# general
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Hi everyone! I have a question regarding workflow triggering events. I have created a field that will be set as mandatory upon setting a subsidiary to one of three specific subsidiaries I have set in the workflow. I want to make sure that upon submittal of the purchase order, it won't let me submit if this mandatory field isn't answered while under one of these three subs. While testing this workflow, I noticed that if I have it set to one of the subs entered, that it will prompt an asterisk in the mandatory field that is triggered automatically upon population of the sub. However if I change the sub in that purchase order to not be one that requires this custom field created, the asterisk will still not go away and is therefore making that field mandatory even though I don't want it to be. Does anyone have suggestions of how I should set my triggering events to make this asterisk go away? Thank you!
m
Before record load : set field mandatory for the 3 sub Another action in before record Load : set field mandatory ( uncheck mandatory) for another sub Same actions in after field edit : sub
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@Marc two 'after field edit' actions for 'set field mandatory', right? • one conditioned on the target subsidiary being selected (and setting the field to be mandatory) • and one conditioned for the opposite (to set the field to not be mandatory)
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Yes @David B