In some cases, you need to fill in certain fields in a workflow form before submission.

For example, for financial reimbursement, members must fill in the expense category field before submission.

Option one:

Set certain fields as required by setting Validations on submission to the workflow. To do this, you can set a formula to judge whether a field is empty. If it is empty, you cannot submit data and will receive a prompt.

Option two:

Set certain fields as required by ticking Required under Validation. In a workflow, if you need an approver to fill in a required field, you can grant editing permission for the field to the approver.

This article will take a Purchase Order Update workflow form as an example to explain the setting procedures.

Enter the form and click Edit.

Then, enter the Workflow page, select the node for which you want to set the required fields, and set Data to be Submitted in Node Properties > Proceeding Rules.

For example, in the case that the Order Signing Date field needs to be filled in before submission, you can click Add Condition under Data to Be Submitted and set Validations on submission to this field.

If the data filled in does not meet the conditions for validation, you will fail to submit the form.

Enter the Design page, select the fields that should be filled in, and tick Required in Validation under Field Properties.

On the Workflow page, click the node that needs to fill in the required field. Then go to Node Properties > Fields to set the permission for viewing and editing.

After setting the field property as required, you cannot submit data to initiate the workflow if the required field is empty. You will also receive a prompt at the same time.