I have some cases coming in via email to case. The issue is that I am looking to add a value to a empty date field without the need to add a value to other required fields so I can quickly triage as they are often time sensitive and there is automation on the cases that will escalate their priority based on this date. The other required fields will need to stay required for other purposes. Coming in from email-to-case they don't have this date so often users have to look up and find the date and want to be able to set the date without filling out the rest of the required fields so it is prioritized based on automation. Does anyone know of a way to make this a possibility to bypass the other required fields and just enter in the date?
You can use
Case.Status field values based validations, Like Let assume, You're Case record has been created by the
Email to case on that time you just say that
date field only required when
Case.Status is Open/New.
After Your team processing that case (After it's assigned), they definitely change the
Case.Statusinto other values, Then you can make the remaining fields are mandatory only when they changing the
case.status values from Open/New to Other piclist values.
Please Let me know if it helps.
You can create a Quick Action to just edit that one field. As long as you don't have any fields required at the Database level, a Quick Action can ignore all the required fields on the page layout.