How do I make Budget or Cost Code selection mandatory?
Ensure The Relevant Fields Are Always Populated.
- Users can choose whether they would like budget and cost code fields to be mandatory where they appear on the system
- They can set this at an Organisation level
- To get started, users can head to the Settings area and select Organisations
- From here, they can find the organisation they want to apply the configuration to and hit that record
- They will then see a form appear where they will find the below checkboxes:
- Should budget be mandatory for this organisation?
- Should cost code be mandatory for this organisation?
- Users can select the checkboxes as required, making the fields mandatory whenever they appear throughout workflows
