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Making Certain Fields Mandatory Based on Selected Item

edited Aug 27, 2025 12:45PM in Self Service Procurement 3 comments

Summary:
Making Certain Fields Mandatory Based on Selected Item

Content (please ensure you mask any confidential information):
We have a customer scenario where requisitioners often select items from different categories with varying compliance requirements. For example:

  • When selecting IT equipment, fields such as Cost Center and Project Number must be mandatory to ensure traceability.
  • When selecting office supplies, these fields should remain optional to avoid unnecessary complexity.

The business challenge is that today requisitioners sometimes leave critical fields blank, which results in additional validation effort by approvers and delays in the procurement cycle.

Is it possible to configure requisition lines so that specific fields become mandatory only for certain items or categories, while optional for others? Can this be accomplished with standard functionality (e.g., descriptive flexfields, smart forms, or approval rules), or would it require customization such as extensions or Groovy scripts?

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