Transferring Field Management "Required" button to a Workflow

Transferring Field Management "Required" button to a Workflow

Purpose

  1. To demonstrate how to transfer any Fields that were set as "Required" in Field Management to a Workflow.

There was a button in Field Customization that could be toggled on to make that field Required all of the time. That toggle will no longer be used to trigger this action. 




An Error Validation Workflow will need to be created to replace that function. The directions on how to do that is listed below. 


Directions

1. Navigate to Incident Documentation -> EMS Setup -> Workflows.






2. To add a new workflow, click on add.


To add a new workflow, click on add.



3. Choose an ePCR field code to assign a workflow.


Choose an ePCR field code to assign a workflow.



4. Select the Error Validation Workflow. 






5. Click on Add.


Click on Add.



6. Provide a Description for reference within the workflow menu. Provide a Validation Message which will be visible to providers completing the ePCR.


Provide a Description for reference within the workflow menu. Provide a Validation Message which will be visible to providers completing the ePCR.



7. Click on Add Condition to assign a single rule to the field code. 






8. To make this field required all the time, create a condition that will trigger when that field is Empty. 




9.  Click Save to complete the Workflow.  That field will now be required on every report. 





*** Note *** If you need to make that field required at specific times, then add additional Conditions only as needed.  





11. Click on Save.


Click on Save.



    • Related Articles

    • Setting up the ePCR - Workflows

      Purpose To demonstrate how to set up an ePCR workflow To answer frequently asked questions regarding workflows *** NOTE *** For a quick reference on transferring Field Management Required Button to a Workflow, Click this article. Transferring Field ...
    • Field Management - Overview

      Purpose The purpose of this Knowledge Base Article is to provide an overview of Field Management including the basic management of fields within the First Due platform. Video Instructions 1. Click on Admin. 2. Click on Field Management. 3. Advanced ...
    • Creating an Error Validation Workflow within NERIS

      Purpose Statement The purpose of this article is to demonstrate how to create an Error Validation Workflow for fire reports. This workflow helps ensure that required data is completed accurately before a report can be submitted. Background ...
    • Creating a Hide Workflow within NERIS

      Purpose Statement The purpose of this article is to demonstrate how to create a Hide Workflow for fire reports. This workflow enables agencies to streamline fire documentation by automatically hiding certain fields based on predefined conditions. ...
    • Creating a Default Value Workflow within NERIS

      Purpose Statement The purpose of this article is to demonstrate how to create a Default Value Workflow. This feature is designed to improve data consistency and reduce manual input by automatically populating fields with predefined values during ...