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How to make a goal plan form fields mandatory?

angelamlopes
Explorer
0 Kudos
294

Hello everybody!

How to make a goal plan form fields mandatory?

Our client has is goal plan connected to the form.
The form as 4 avaluation steps, the manager must do the evaluation of the trimester in each one of them.
This field is mandatory on the plan, and the client want it to be mandatory also on the form, meaning, not be able to move on, in the form without filling in this field (which belong's to the plan).

Is it possible to do this?

If it's not, does anyone have any suggestions to what we could do instead?

Thank you for your help 🙂

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ujjalgupta2
Product and Topic Expert
Product and Topic Expert
0 Kudos

Hi Angela,

Yes this is possible, you need to ensure correct required field permissions are setup at form level as well and GM-PM sync is enabled in Manage templates area.

Regards,

Ujjal

angelamlopes
Explorer
0 Kudos

Hi Ujjal,

Do you have any link to a KBA or some other documentation, where I can consult that for better clearance?
Because GM and PM are synchred, and we have all the permissions, so maybe the documentation will help us understand better.

Thank you so much for your help.

Best Regards

Ângela Lopes