Hello everyone, Is there a way to make certain seg...
# general
g
Hello everyone, Is there a way to make certain segments mandatory when specific accounts are chosen on a transaction? For example - If I'm selecting a P&L account on a JE line, the Department and Class fields must be mandatory. However, when a BS account is chosen, those segments must not be mandatory. Any insights would be highly appreciated. Thanks!
m
Yes. You would use a workflow on a JE. Add an action that triggers “After Field Edit” to check the account and then make the field mandatory. You would need to do this for each field that need to be mandatory, both triggered by the same field action.
j
sorry, late to the party on this one, but can't you only do workflows on the items sublist currently, and not the lines sublist? Would love to know how if lines sublist is accessible via workflows, b/c I have the same requirement as Gaurav and I ultimately had to script this, but I'd prefer a workflow frankly.