Make a page field required or optional

You can set up a business rule that will disable saving records if certain fields are not populated.

To implement the logic of the case, you need to make the [ Description ] field required if the value in the [ Status ] field is “New.” To do this, add a separate business rule and set up its conditions:

1. Open the needed section (e.g., the [ Requests ] custom section) and add a new business rule.. You can learn more about adding and setting up a new business rule in the “Set up a new business rule” article.

2. In the “IF” block of the business rule, set the filter to define the conditions for triggering the business rule. For example, to apply a rule to the requests with the “New” status (Fig. 1):

   1. Click Add condition.

   2. In the field that appears, select the “Status” column as the lookup value.

   3. Leave the “=” (equal) sign as it is.

   4. Click the icon and select the “Lookup” field type in the drop-down list.

      A set of fields for specifying lookup values will appear to the right.

   5. Select “New” as the lookup value from the drop-down list.

      Fig. 1 Make field required - configuring the “IF” condition of the business rule

      

3. In the “THEN” block of the business rule, set up the action that would implement the needed business logic (Fig. 2):

   1. Click [ Add action ]. In the drop-down menu of possible actions, select “Make field required.”

   2. In the [ Which field will be required ] field, select the field that should be made mandatory, e.g., Description

   3. Click [ Apply ] → [ Section Wizard ] → Save.

      Fig. 2 Making a page field required/optional: configuring the “THEN” condition of the business rule

      

As a result, the [ Description ] field will be required if the request status is “New.” Creatio will not let you save a record unless you populate the [ Description ] field.