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Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397

Make field Mandatory workflow not working

edited Jul 27, 2021 11:32PM in Ask A Guru 5 comments

Hello Experts,

Can you please guide us with the process of making a Win/Loss field mandatory basis on the selection of value in status field

Status: any of "Customer Inactive", "Lost Customer", "Active", "Active -Non Buying", "Review" triggers the win/loss field to be set as mandatory else not.

I am unable to search status type under condition visual builder"

So i selected triggering client field as "Status"

Condition (Visual builder) as Status= opportuity:Closed-Lost,Opportunity:Closed -Won

Trigger on: After field edit

Parameters: Field "Win/Loss reason"

Mandaotry check box triggered on

Regards

Karan

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