Mandatory fields for updates

Cesar Martinez

I would like to know if in an automation workflow is it possible to make it mandatory to modify or change a column data or field in the request before making it complete. I have set a Field of the status of Our customers, and in a certain moments I need our sales team to update some columns,... I did a workflow to send those update request with a determined trigger.

I have noticed that sometimes they sent the update but They don't change Any Data. Any ideas?

Do you have any ideas?

Genevieve P.

Hi @Cesar Martinez

There currently isn't a way to make a field mandatory in an Update Request (please fill out this Product Feedback form, here!)

How is your Update Request sent, is it a manual process or is it based on an automation? You could potentially set up another workflow that checks to see if fields are empty and then sends the Update Request again and again until the information has been submitted. It may be a bit too annoying for the sales team though.

I would suggest just making it very clear in the Custom Message portion of the email what is needed so that they understand what's required. Hope that helps!

Cheers,

Genevieve

Marc Hauge

@Genevieve P. @Cesar Martinez

This is a solution using zapier. Not an entry level solution, but it works.

https://vimeo.com/740950613