- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Set Company Name to Mandatory
- Record Type: Select Customer
- Sub Types: Select Customer
- Execute as Admin: Enter Checkmark
- Released Status: Select Released
- Keep Instance and History: Select Always
- Enable Logging: Enter Checkmark
- Event Definition:
- On Create: Enter Checkmark
- On View or Update: Enter Checkmark
- Click Save
- Double click State 1
- Bottom left corner: Click New Action
- Click Set Field Mandatory
- Basic Information:
- Trigger On: Select After Field Edit
- Triggering Client Fields:
- Triggering Client Fields: Select Is Person
- Parameters:
- Field: Select Company Name
- Mandatory: Enter Checkmark
- Click Save