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Customising Layouts - Risk 'Add Mode / Edit Mode'


I am working in the Clarizen V6 Sandbox and investigating/validating functionality with the customisation of Risk layouts.

The information presented indicates that functionality exists to 'Configure optional and required fields for Add Mode / Edit Mode' (see first diagram in the attached).  I am able to edit the fields visible in 'Add Mode / Edit Mode' (see second diagram in the attached), however there does not appear to be any mechanism to select or identify which fields are optional or required.

Would you please advise how this functionality is configured.


Arnie Ganson

Project Scheduler/Planner

Arnold Ganson Answered

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Hi Arnie. You would actually have to do this through a validation rule in the customization section. The rule would run when new objects are created and check to make sure your required fields exist before approving the creation of the new object. I believe R&D also has plans to allow quick selection of mandatory fields from the screen you displayed, but it is not quite ready yet.

Josh Santos 0 votes
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