User can move something to the “Done” state, but they are required to fill out a summary field. Most are not doing this.
Is there a way to force this field to be filled out when:
- The card is moved; or
- The state field is directly changed
?
Not directly, but you can add state called “Needs Summary”.
Where, if the card goes to the Done State without a summary, an automation runs to put it back in the “Needs Summary” State.
There are some other ways to do it, but I think keeps things the most simple, and are a gentle reminder.
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I think you can achieve this with a button. Create a button, add a rule asking a user to provide input into the desired field. And then with the help of a rule verify the content was actually entered. If it wasn’t show a notification & revert back. Would this work for you?