Define Rules and Conditions for Notes and Attachments

When a user fills, submits, or approves a checklist form, validation messages for Notes or attachments display based on the defined rules and conditions.

To define the validation rules for Notes or Attachments:

Step 1: From Checklist Settings open an existing checklist

Step 2: Click the Advanced column icon corresponding to a line item 

Step 3: Turn on the slider for Notes and Attachments

Step 4: Choose a value from the Mandatory drop-down list

Step 5: Save your settings

Related Tasks

Mark the Out of Scope Items within the Checklist

Create New Checklist and Include the Template

Design the Checklist Form

Open the Out of Scope Form for Submission and Approval

Add New Version to an Existing Checklist