Our business would benefit from a pop up to ensure data is captured into a board prior to an automation running. The automation would look something like - When something changes to something, pop up appears to capture columns 1-5 etc if something is not complete or columns are empty.
Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?
Work Management - Enterprise
There isnāt a native way to enforce mandatory fields in Enterprise or Work Management, as far as I know. However, CRM Enterprise does include the option to require specific fields.
Here are a couple of workarounds to consider:
- Mandatory Fields App: Thereās a third-party app called Mandatory Fields that might be worth exploring.
- Fail-Safe Automation: I use what I call a āfail-safeā method. If a team member marks an item as āWonā without completing certain required fields, an automation changes the status to something like āNeeds Fixing,ā notifies them of the missing information, and creates an update summarizing whatās missing. This prompts them to correct it and try again. After a couple of misses, most team members catch on quickly and rarely miss those fields going forward.
Desiree - www.thecleverclovers.com
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