Setup a field as mandatory using workflow

Workflow to make a custom field mandatory according to the employee type which is ‘Consultant’. And disable the field(field edit) for other employee type.

Goto Customization → workflow → workflows.

To set up the Labour cost Field mandatory for the employee type “consultant”:

select the action type → Set Field Mandatory

Trigger → After Field Edit

Triggering Client Field → Employee type

Set the condition → Employee Type = Consultant

In field select Labor cost and check the box mandatory. Then save.

To set up the Labour cost Field non mandatory for the employee type “consultant”:

select the action type → Set Field Mandatory

Trigger → After Field Edit

Triggering Client Field → Employee type

Set the condition → Employee Type! = Consultant

In field select Labor cost and uncheck the box mandatory. Then save

To Setup the field Labor cost Disable for the employees other than consultant:

select the action type → Set Field Display Type

Trigger → After Field Edit

Triggering Client Field → Employee type

Set the condition → Employee Type! = Consultant

In field select Labor cost

Display Type → Disable.

Then save.

To set up the field disable in the edit mode, we need to set the field type as disable before load the record.

select the action type → Set Field Display Type

Trigger → Before record Load

Triggering Client Field → Employee type

Set the condition → Employee Type! = Consultant

In field select Labor cost

Display Type → Disable.

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