To create the workflow:
1. Navigate to Customization > Scripting > Workflows > New.
2. In the Basic Information section, set the following:
• Name: For example, “Mandatory only if Individual”
• Record Type: Customer
• Sub Types: Lead, Prospect, Customer
• Execute as Admin is marked
• Release Status: Released
3. In the Initiation section, set the following:
• Event Based: On Create
• Trigger Type: All
4. Click Save.
5. Click State 1.
6. Update the Name to a more descriptive label then click Save.
7. Click the first state > Click the New Action button.
8. Click Set Field Mandatory.
9. In the Basic Information section, set the following:
• Trigger On = After Field Edit
• Client Fields = Is Person
10. In the Condition section:
- Click the open icon and this will open the Edit Workflow Condition popup window
- Under the Field column select Is Person
- Under Compare Type column select checked
- Click Add
- Click Save
11. In the Parameters section, set the following:
• Field = Field A (the field to be set as mandatory)
• Mandatory = True
12. Click Save.
13. Click New Action.
14. Click Set Field Mandatory.
15. In the Basic Information section, set the following:
• Trigger On = After Field Edit
• Client Fields = Is Person
16. In the Condition section:
- Click the open icon and this will open the Edit Workflow Condition popup window
- Under the Field column select Is Person
- Under Compare Type column select not checked
- Click Add
- Click Save
17. In the Parameters section, set the following:
• Field = Field A (same field in step 11)
• Mandatory = False
18. Click Save.