How can I make fields in Quotes mandatory?
During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional.
This is how you make certain fields mandatory:
- In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings.
- Select and open the respective workflow. In the creation step, click on the matrix icon
.
- Select the fields that you want to be mandatory and click on DONE:
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