Making a Component Required

Article Content

Overview
User Account Requirements
Related Information/Setup
Navigation
Making a Component Required

Overview

Administrators can mark a component as required in Resolver so that users must complete it before they can proceed to the next step in a workflow. The following components can be marked as required:

  • Fields
  • Properties
  • Relationships
  • References 

User Account Requirements

The user account you use to log into Resolver must have Administrator permissions to make a component required.


Related Information/Setup

Please refer to the Fields Overview article for further information on fields. 


Navigation

  1. From the Home screen, click the Administration icon.

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Administration Icon

  1. From the Administrator Settings menu, click the Admin Overview link.
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Admin Overview Link

  1. From the Admin Overview screen, click the Object Types tile under the Data Model section.

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Object Types Tile

  1. From the Admin: Object Types screen, select the object type that contains the workflow with the component you want to make required.

Making a Component Required

  1. From the Admin: Edit Object Type screen, under the Workflow tab, click the Configure Workflow button.

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Configure Workflow Button

  1.  From the Admin: Edit Workflow screen, select a state with the component you want to make required.

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Workflow State

  1. From the Required Components section, select any components that must be completed before the object can move to the next state by clicking the component name. A checkmark will appear beside the component name indicating that it has been selected. 

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Selected Component

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Note:
The Location property cannot be added as a required component in a workflow state.

If you have selected any components in the Required Components section, these fields must also be added to the corresponding form. If these required components are not on a form, users cannot transition the workflow to the next state, as required components must be filled out on the form to move to the next state. Only transitions with the Bypass Required Fields toggle switch enabled would allow users to transition the form to the next state, bypassing the required fields selected in the Required Components section.

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