Set Field Mandatory via Workflow if Checkbox Is True and Not Mandatory if Checkbox Is False

Create Workflow

1. Navigate to Customization > Workflow > Workflows > New 
2. Basic Information:
   • Name: Enter Set Field Mandatory as per Check Box
   • Record Type: Select Vendor
   • Execute as Admin: Enter Checkmark
   • Release Status: Select Released
   • Keep Instance and History: Select Always 
   • Enable Logging: Enter Checkmark
3. Initiation:
   • Event Based: Enter Checkmark
4. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
   • Trigger Type: Select -All- 
5. Click Save
6. Click State 1
7. Bottom right corner: Click New Action
8. Click Set Field Mandatory
9. Basic Information:
   • Trigger On: Select Before Record Load
10. Parameters:
    • Field: Select the specific field
      Note: Select the field which should be mandatory or not mandatory.
    • Mandatory: Enter Checkmark 
11. Condition: Select Visual Builder
    • Condition: Click Launcher Icon
    • Workflow Condition:
      • Field: Select Custom Check Box
      • Compare Type: Select Checked
      • Click Add
      • Click Save
12. Click Save
13. Top left corner: Click New State
14. Double-click State 1
15. Click Transitions
16. Click New Transition
17. Basic Information:
    • To: Select State 2
18. Click Save
19. Click State 2
20. Bottom right corner: Click New Action
21. Click Set Field Mandatory
22. Basic Information:
    • Trigger On: Select After Field Edit
23. Parameters:
    • Field: Select the specific field
      Note: Select the field which should be mandatory
    • Mandatory: Enter Checkmark
24. Triggering Client Fields:
    • Triggering Client Fields: Select Custom Check Box
25. Condition: Select Visual Builder
    • Condition: Click Launcher Icon
    • Workflow Condition:
      • Field: Select Custom Check Box
      • Compare Type: Select checked
      • Click Add
      • Click Save
26. Click Save
27. Click State 2
28. Bottom right corner: Click New Action 
29. Click Set Field Mandatory
30. Basic Information
    • Trigger On: Select After Field Edit
31. Parameters
    • Field: Select the same specific field
      Note: Select the same field defined in the workflow action earlier
    • Mandatory: Remove Checkmark 
32. Triggering Client Fields:
    • Triggering Client Fields: Select Custom Check Box
33. Condition: Select Visual Builder
    • Condition: Click Launcher Icon
    • Workflow Condition:
      • Field: Select Custom Check Box
      • Compare Type: Select not checked
      • Click Add
      • Click Save
34. Click Save
35. Double-click State 2
36. Do Not Exit Workflow: Enter Checkmark
37. Click Save
38. Click State 2
39. Bottom right corner: Click New Action 
40. Click Return User Error
41. Basic Information
    • Trigger On: Select Before Record Submit
42. Parameters
    • Text: Enter Error message
    • Mandatory: Remove Checkmark 
43. Condition: Select Visual Builder
    • Condition: Click Launcher Icon
    • Workflow Condition:
      • Field: Select Custom Check Box
      • Compare Type: Select checked
      • Click Add
      • Field: Select the specific field
        Note: Select the field which should be mandatory or not mandatory
      • Compare Type: Select Empty
      • Click Add
      • Click Save
44. Click Save