Requiring Notes before Checking in
It is possible to configure a workflow to force filling a field before checking in a change of a document items. The field is also assisted by an additional hidden and automatic technical status that is only to make the field mandatory when checking in. The required configuration is the following:
1. Click the Add Status link to add a new History required status with In progress meaning.
2. Add a new field to store the change history of the documents.
a. Scroll to the bottom of the screen on the Fields tab of the tracker configuration and click > option.
b. Fill in the details of the new field.
▪ Label: Last change
▪ Type: Wikitext
▪ Mandatory in Status: None, except for History required
c. Save the changes.
3. Click State transition function and delete the existing Check in transition.
4. Click the More... dropdown to add the required inbound and outbound state transitions for the History required status.
◦ Inbound transition:
▪ From: Checked out
▪ To: History required
▪ Name: Check in
▪ Permitted: No one, except for Locked by
▪ Actions: Update item properties
▪ Last change: Clear
◦ Outbound transition:
▪ From: History required
▪ To: Draft
▪ Name: Check in
▪ Select both the Hidden and the Automatic options
▪ Permitted: No one, except for Locked by
▪ Actions: Update item properties:
▪ Locked by: Clear
5. Save the changes.
