Designate required fields before allowing contract signing
We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
In my specific case I would like to require that the fields used to create the Survey report under System Reports be filled (even with a Zero) before allowing the case to be signed. This would streamline the monthly reporting for us tremendously.
Which fields in particular were you wanting to require before the case can be signed? We already have built some of this functionality around a few dates in Passare so just seeing if there's any alignment there.
In my specific case I would like to require that the fields used to create the Survey report under System Reports be filled (even with a Zero) before allowing the case to be signed. This would streamline the monthly reporting for us tremendously.
Hi Reuben,
Which fields in particular were you wanting to require before the case can be signed? We already have built some of this functionality around a few dates in Passare so just seeing if there's any alignment there.
Thanks!
Product Team