Steps to Set Up a Workflow Rule
Go to Settings
Navigate to Settings from the left-hand menu.
Select Create Your Workflow.
Create a New Rule
Click +Create Rule.
Enter a Rule Name (e.g., ConcertHub Fields).
Set the Trigger Status
Select the status at which the rule should apply.
Example: Pre Offer Processing.
Choose Mandatory Fields
Use the second dropdown to choose which fields will become mandatory at the selected status.
You can select multiple fields.
Save and Publish
Click Done.
Click Publish to activate the rule across your firm.
What Happens When a Rule is Triggered?When an adviser changes a case to a status linked to a workflow rule:
The system checks for the required fields.
If any are missing, an error message appears and a review is required.
The adviser is prompted to Open Case to view a list of missing mandatory fields.
Each item is clickable – navigating them directly to the correct section for completion.