If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.
Table of Contents
(Note: This is one of the objects related to Application Requirements and Checklist. For a use case and example, see here.)
Introduced in v3.11, this object serves as a template for the Requirements that users will need to perform (if active).
Requirement Set Template ---> Requirement Set.
- Requirement Template ---> Requirement.
For example, one of the Requirements for an applicant is to upload an academic transcript for a Program Application.
Rather than creating a Requirement for each applicant, a Requirement Template can be created.
Multiple Requirement Templates can be created under a Requirement Set Template.
This Requirement Template will be cloned as a Requirement on the Program Application once the criteria field in the Requirement Set Template returns the expected value.
See here for more details.
|Requirement Name||Name of this record.|
|Requirement Set Template||Lookup to the parent Requirement Set Template that this Requirement Template belongs under.|
The unique identifier for a Requirement in a Requirement Set Template.
A unique code must be set when creating Requirement Templates, in order for the child Requirement to be displayed in the checklist.
|Sequence||Indicates the order in which this Requirement Template will be listed in the Requirement checklist.|
|Active||If checked, and when the criteria field in the target object is populated with the expected value, the requirements here will be active (users will need to perform them).|
The type of required action that the user needs to perform.
* The "Done" button will be displayed on the checklist to allow users to mark the action as completed.
Defines the visibility of the Requirement that will be created from this Requirement Template.
|Due Days||Number of days that the Requirement is due.
This will start (is based on) the day that the Requirement is created.
If a fixed due date is preferred, set the Due Date field in the Requirement instead.
|Create Salesforce Task||Check this box if you want a Salesforce Task to be created along with this Requirement.|
|Task Owner Id||User or queue id for the requirement and task.|
|Requirement Detail||Rich text field for the details or description (if any).|
|Conditions||The notes for conditionally accepted Requirements (if any).|
File category for the file to be uploaded. Applicable to Requirement Type = File Upload only.
|File Count||Number of files to be uploaded.
Only applicable to Requirement Type = File Upload.
|Field||The field to be populated to fulfill the Requirement.
Only applicable to Requirement Type = Field.