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Customer experience | Sales, Customer Insights,...
Suggested Answer

Bulk edit for field properties from Business Recommended to Business Required

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Posted on by 1,290

Hi All,

I have around 30-35 fields which needs to be updated from Business Recommended to Business Required when certain criteria is fulfilled. I was wondering if there's a way where i can change the field properties of all those fields rather than changing it one by one on the form?

Please let me know if anyone needs more clarification.

Thank you,

Durgesh

I have the same question (0)
  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello Durgesh,

    Can you please provide more clarification because it's not clear how you perform the change of field requirement level - through code or business rule or something else.

  • Durgesh Profile Picture
    1,290 on at

    Thanks for responding and I am planning to achieve this via JS code but I have lots of field on the form whose requirement level needs to change based on the selection on one field. Rather than changing fields one by one, i was wondering if there's any other way i can achieve this.

    It doesnt have to be with JS code and other ideas are definitely appreciated.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    If you're ok with javascript you can do something like following:

    var fields = ["field1", "field2", ""field3"];

    for(var i = 0; i < fields.length; i++) {

    var field = fields[i];

    formContext.getAttribute(field).setRequirementLevel("required");

    }

  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi Durgesh,

    In addition to the JS solution recommended by Andrew, we can also implement it through the business rule.

    Below is a demo, the background is that I have 5 fields and a option set field "Requirement Level" which has options "Required" and "Recommended", when I select option set field to "Required", the 5 fields need to be business required.

    Here are steps.

    1. new a business rule in the entity.

    642204.png

    2. set condition (the value of Requirement Level field is Required).

    6102.png

    3. set actions.

    (1) when the condition is satisfied, set Status to Business Required.

    4375.png

    (2) when the condition is not satisfied, set Status to Not Business Required.

    525328.png

    4. Repeat step3 four times.

    5. Clcik Save and Active button.

    4628.png

    Here are test results.

    1) When new a record, the 5 fields are like this.

    2671.png

    2) When change the field "Requirement Level", the 5 fields are like this.

    4048.png        71382.png

    3) When save the form, the 5 fields are like this.

    If "Requirement Level" field is filled with required. You cannot save this record and it will provide notifications to you if you do not fill these fields.

    3034.png

    Best Regards,

    Leah

  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Has the problem been solved?

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1593510312425v1.png

    Thanks.  ;)

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