Set Fields As Required Based On a Pre-filled Checkbox Using Field Update Workflow

In this guide, we will explain how to set required fields based on other field values using the Field Update Workflow.

1. We will pre-fill a Hidden field with a Checkbox value from Salesforce using a Lookup and Salesforce Pre-Fill field.

Please see this guide that explains the Salesforce Pre-Fill setup - Salesforce Prefill Field

2. Please add the necessary fields on the form that will be set as required:

3. Please add the “Workflow Field Update” on your form:

4. Please edit the field and add the below validation settings:

Rule Criteria:

• Hidden Checkbox - equals - 1

Field Update Success:

• Text Field - required - true
• Number Field - required - true
• Email Field - required - true

Field Update Fail:

• Text Field - required - false
• Number Field - required - false
• Email Field - required - false

Now, once the Hidden field is pre-filled from a Salesforce checkbox field, all the validation fields will be set as required:

For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂