Platform › Customization
Field Requirements
Make any field of any screen mandatory for this company — header or line, on every save or only before a step such as Submit, Approve or Post — including the fields a later step of the business flow reads. Fields the product requires stay required.
Where to find it
- Module: Platform
- Group: Configuration
- Section: Customization
- Screen: Field Requirements
Address in the console: /platform/field-requirements
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.