Required Checklist Items ensure critical data fields are completed before a service order can be marked as complete. This functionality enforces data integrity by preventing premature task closure when mandatory information is missing. The feature supports structured, consistent task execution across service workflows.
Functionality Highlights
- Required fields are marked with a red asterisk (*)
- Users cannot complete a work order until all required checklist items are completed
- Applies across field types: Integer, String, Boolean, Date, and List
- Visual distinction between required and optional inputs
- Real-time validation ensures data completeness
Setup
- Navigate to Administration → Service Capabilities → Checklists & Procedures
- Add a new task or edit an existing one
- Within the task, click the + button to add a field
- Check the “Required” box to enforce completion
Markup Syntax
Use the following syntax for required checklist configuration: [*Field:type]
Validation Logic
- Required fields must be non-null (for text, number, and date types)
- Boolean and List fields must have a valid (non-default) selection
- Optional fields may remain blank without blocking order completion
- All required fields must be completed before the order item status can be changed