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How to Use Rule Editor to make a KUT field mandatory based on checkbox

Hi Experts

I have an Urgent requirement to set a KUT field mandatory based on checkbox.

requirement is, if checkbox is not checked then KUT field should be mandatory and mandatory sign the * should be seen there.

Please suggest me your valuable suggestion.

Please reply as soon as possible as it is urgent.

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1 Answer

  • Best Answer
    Mar 23 at 09:40 PM

    I have defined a sample scenario based on your requirement as below and could see it is working

    You can work on the same for accounts and once understood , you can apply the same logic to your fields.

    Scenario : creation of a New account via Quick create

    Conditions :

    1) If Prospect check box is active , then Phone Number field is Not mandatory
    2) If Prospect check box is not active , then Phone Number Field is Mandatory , * indicator is shown and Save Fails with Error message

    Actions Taken :

    Go to the Field Phone in Adapt
    Select Change Properties
    Select the hyperlink rule next to Mandatory
    Against the Rule Name , select Create New rule and Enter a rule name.
    Identify the Field from Field name , my field is Prospect which is a checkbox , I will select the Field Prospect which is Identified as Root.Prospect
    Select Functions and define a rule with IF as condition in the format : IF(logical_expression, value_if_true, value_if_false)
    So while I define my rule ,it will be IF(Root.Prospect, true, false)
    Click on Apply and Save

    So the Rule defined here satisfies the conditions above and completes the scenario with conditions.

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    • Hi Prasanth,

      Thank you for your suggestion and answer of my question this is really a good one. I did exactly you define and it is working well.

      Thank you again.