Question:

How to make a document field required in Vault?

Answer:

There are four ways for a Vault admin to make a Document Field required.

• Select User must always enter a value (required) in the Document Field setting.

1. Navigate to ADMIN --> Configuration --> Document Fields.
2. Select the specific document field.
3. Click the Edit button for the document field.
4. Select User must always enter a value(required).
   
   
   
   

• Set the Document Field as required by Field Dependency Rule.

1. Navigate to ADMIN --> Configuration --> Field Dependencies.
2. Click the Create button.
3. Select the specific document type and select a field which is used to control another the target field.
4. Click OK.
5. Set the target field as is required as shown in the screenshot below.
   
   

• Use a validation rule in order to make these fields required on the affected object. Refer to the attached screenshot as an example of how to accomplish this configuration.

• Set the Document Field as required in Entry Criteria in the specific Lifecycle State.

1. Navigate to Admin --> Configuration --> Document Lifecycles.
2. Select a specific Document Lifecycles.
3. Click the States tab and select a specific state.
4. Click the Entry Criteria tab.
5. Click the Edit button.
6. Click the Create Rule button.
7. Select the option Field in the first drop-down list under Validate that.
8. Select the target field.
9. Select the option is not blank as shown in the screenshot below.

Related Documentation:

Vault Help Documentation: N/A