Company Review: Mandatory fields
System and User Defined Fields (UDFs) can be selected and marked as mandatory for review fields before being sent to a Reviewer performing a Company Review.
Mandatory fields are fields that are empty and flagged as required within the review process. Fields marked as mandatory are identified by a red asterisk located on the left hand side of the field.
To enable mandatory fields, refer to Mandatory System and User Defined Fields (SDFs and UDFs).
Note
The use of mandatory fields feature requires the presence of Field Level Comments Field Level Comments display in Company Reviews that use a Comment Enabled Setup.
Reviewers that have been assigned a review containing mandatory fields must enter a comment about the update required into field.
When a comment is updated for a mandatory field, a note icon is added to the field to indicate a comment has been updated.
The Reviewer Comments table is also updated to include the indicator for mandatory fields. This indicator will display when the comments for mandatory fields have been updated.
After updating all required mandatory fields, a review can be completed.
Attempts to submit the review (by selecting Complete) without updating the mandatory fields will be prevented. A notification will display, indicating that mandatory fields need to be updated with commentary before the review is accepted as complete.