Requirement:
I’m currently trying to build a workflow that will allow me to set the Class field as mandatory on Journal Entry lines. However, under the Set Field Mandatory parameters, the only Sublist available is “Items”, so I am unable to identify the accurate field which I need mandatory.
Is there a workaround for this, or something I need to enable to get “Lines” to show up as a sublist option for the parameter? Ideally I’d like to keep this as a workflow as there’s plans to incrementally flesh out this workflow.
Solution:
Unfortunately, workflows don’t currently support setting the “Class” field as mandatory on Journal Entry lines because the “Lines” sublist isn’t available in the “Set Field Mandatory” action.
Currently listed as an enhancement on our system with Enhancement # 183283 – Workflow > Ability to access sublist. As shown in the screenshot below:
To achieve this, you could use a Client Script, which can enforce the mandatory requirement at the line level. This would complement your existing workflow and still allow for the incremental enhancements you have planned.
Customizations like this can feel a bit daunting, and implementing it might require some advanced scripting. If it becomes overwhelming, recommend reaching out to Professional Services through your Account Admin or consulting with your in-house developer to get the support you need.