Hi all - I have a use case for a PLM but have to figure out a way to do it without buying any software/subscription. Basically, a lot of new items get set-up - and often our R&D team misses setting up certain fields correctly / completely. We have a custom status field to indicate when item has moved from concept to prototype to pre-production to production. I would like to impose constraints & validations on certain fields that come into play per the chosen status. I tried to do workflows but I find it much harder to use than to use scripts. One idea we are throwing around is to build multiple forms for the item corresponding to each of the status fields. Then, on the form, we can make different fields mandatory or impose form-level validations (using client script, if needed). Conceptually this idea might work, but I am curious to see what other ways have you used to solve similar situation.

You could do this all within one Form...but it depends on the number of fields that would need validating at each step... You could do this with a Workflow at Client level, or a Client Script. Let's say you go with the Custom Status...at Status 1, only a certain number of fields are Mandatory, when it's Status 2...make more fields mandatory...3 - more so...and so on.

@Ankur Sanghi look into Assistant Suitelets…