UrsulaLlaveria
4 years agoQrew Assistant Captain
Trigger Field to be required only during Grid Edit
I have a weird issue that I am hoping someone can help me with.
Short Story: I need a field to be required, but ONLY when it is being displayed in a grid edit report nested in a form. I tried creating a new form specifically for grid edit, and added a form rule to that, but unfortunately, that doesn't work.
Long Explanation: We have a pipeline that triggers to create a set of sub records and displays as a grid edit report on a form for the user to fill out. Unfortunately, our users are not fully populating the grid edit report. We want to require a field to prevent the user from saving the form without updating the records. However, if we make the field required at the Field level, then it has to be populated in the Pipeline, which defeats the purpose of the user populating it. So we need it to be required only once the record has been created.
Pipelines and Automations don't have a setting for modifying fields, so I am trying to figure out an alternate solution. Any ideas?
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Ursula Llaveria
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Short Story: I need a field to be required, but ONLY when it is being displayed in a grid edit report nested in a form. I tried creating a new form specifically for grid edit, and added a form rule to that, but unfortunately, that doesn't work.
Long Explanation: We have a pipeline that triggers to create a set of sub records and displays as a grid edit report on a form for the user to fill out. Unfortunately, our users are not fully populating the grid edit report. We want to require a field to prevent the user from saving the form without updating the records. However, if we make the field required at the Field level, then it has to be populated in the Pipeline, which defeats the purpose of the user populating it. So we need it to be required only once the record has been created.
Pipelines and Automations don't have a setting for modifying fields, so I am trying to figure out an alternate solution. Any ideas?
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Ursula Llaveria
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