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Add Required Fields to Workflows

Add Required Fields on Change, Items, or Quality

Go to Lifecycles tab and click Lifecycle Name 

Lifecycles_Tab.png

Scroll down to Phases and choose Phase Name that will have required fields.

Note: The required fields on Changes and Quality are required to exit a phase. 

Lifecycle_Detail.png

On Phase Detail page, enter desired Required Fields without "PDLM__", for "PDLM__Title__c", enter "Title__c"

Required_Fields.png

Click OK and Save

Note:

  • For required fields on Items, the field is required when attempting to publish the item. 

Go to Lifecycle Details Page and click Category Name to enter required field for Category

Category.png

Go to Fields section and click New Field

New_Field.png

Enter API Name without "PDLM__" and click Save

New_Field_Edit.png

Advanced Tip

Lifecycles with multiple categories where one is subject to more compliance requirements and another that is more relaxed are allowed with the category specific required fields.

 

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