Set field as Mandatory in Customer Form if Customer Type is Individual via Workflow

To create the workflow:

1. Navigate to  Customization > Scripting > Workflows > New.
2. In the Basic Information section, set the following:

   • Name: For example, "Mandatory only if Individual"
   • Record Type: Customer
   • Sub Types: Lead, Prospect, Customer
   • Execute as Admin is marked
   • Release Status: Released

3. In the Initiation section, set the following:

   • Event Based: On Create
   • Trigger Type: All

4. Click Save.
5. Click State 1.
6. Update the Name to a more descriptive label then click Save.
7. Click the first state > Click the New Action button.
8. Click Set Field Mandatory.
9. In the Basic Information section, set the following:

   • Trigger On = After Field Edit
   • Client Fields = Is Person

10. In the Condition section:

• Click the open icon and this will open the Edit Workflow Condition popup window
• Under the Field column select Is Person
• Under Compare Type column select checked
• Click Add
• Click Save

11. In the Parameters section, set the following:

   • Field = Field A (the field to be set as mandatory)
   • Mandatory = True

12. Click Save.
13. Click New Action.
14. Click Set Field Mandatory.
15. In the Basic Information section, set the following:

   • Trigger On = After Field Edit
   • Client Fields = Is Person

16. In the Condition section:

• Click the open icon and this will open the Edit Workflow Condition popup window
• Under the Field column select Is Person
• Under Compare Type column select not checked
• Click Add
• Click Save

17. In the Parameters section, set the following:

   • Field = Field A (same field in step 11)
   • Mandatory = False

18. Click Save.

Note: From tests, the workflow is only triggered after switching the customer type from Company to Individual (or vice versa) because of the Trigger On selection (After Field Edit).