I was trying to figure our if I could do this via a workflow - when a consultant marks a task as cancelled, I want Clarizen to ask them for a reason, e.g. "customer skipped since they do this another way". Is there a way to say when task marked as Cancelled ask user to enter a note?
i want to do something similar for a project or task marked on hold so hopefully both use cases will follow the same flow.
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Hi Denise,
This is possible. You just need to create a workflow that says "if a task is cancelled, then "note" field is mandatory". I have moved this question from "How Do I" to "Customization" as our customizations experts monitor this forum and are better suited to answer your question.
Hi Denise,
This is actually also possible via custom action.
I was trying to do it via workflow (more automatic). How do I change it to "Mandatory" during the workflow - what field value needs to be modified?
Hi Denise,
You can do this via a validation rule. If you want to use notes object and not a field on the task level you can use # of notes > 0 in a validation rule.
I would suggest joining one of our Advanced Q&A webinar for further support.
Happy new year!
Tamir
In case anyone is still wondering, I discovered an App that will require a 'closing note' when a project is cancelled. Perhaps this could also be reconfigured to be used on the task level. https://www.clarizen.com/apps/mandatory-cancellation-note/