(OBX) Enforce Completion of Checklist Items

Use Case: Enforce the completion of Checklist Items before a Precursive OBX Task can be marked as completed or dragged to the Complete list.

This functionality is possible with some Salesforce customization by defining a validation rule on the Precursive OBX Task object in Salesforce Setup.

Salesforce User Permissions Needed

To view field validation rules: View Setup and Configuration

To define or change field validation rules: Customize Application

Define a New Validation Rule:

1. Navigate to Setup.

2. Click Object Manager in Lightning Experience or select Create > Objects in Classic, then select the Precursive OBX Task object.

3. Select Validation Rules.

4. Click New.

5. Enter a Name and use the following Error Conditioning Formula:

1. Enter an Error Message, define any other properties and click Save.