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Workflows: conditional required fields on User Action steps (sc-17682) - #1475

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Workflows: conditional required fields on User Action steps (sc-17682)#1475
panchicore wants to merge 2 commits into
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panchicore/docs-sc17682-conditional-required-fields

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Summary

Added documentation for conditional requirement groups on User Action steps — a feature that lets workflow authors create groups of fields that appear and become required only when certain conditions are met.

⚠️ Draft on purpose — feature ships dark; merge is gated on the release/flag-enable trigger (Docs 26.09).

Changes

Updated site/guide/workflows/_conditional-requirements.qmd:

  • Added "Create conditional requirement groups" subsection under "Request record or artifact fields" tab
  • Documented configuration workflow: Add Conditional Group → Edit Conditions → drag fields into container
  • Documented runtime behavior: fields hidden/visible based on conditions, live requiredness, validation feedback
  • Explained audit trail recording of group activations
  • Covered supported field types (checkboxes, single-select, multi-select, number, date)

The include is consumed by two pages:

  1. guide/workflows/conditional-step-requirements.qmd
  2. training/administrator-fundamentals/using-validmind-for-risk-management.qmd

Both pages validated with quarto render.

UI labels used (source)

From validmind/frontend #2820 (config):

  • "Conditional Display Group" (container)
  • "SHOW WHEN " (badge)
  • "Edit Conditions" (button)
  • "Add Conditional Group" (step menu option)

From validmind/frontend #2836 (runtime):

  • "Shown because [rule]" (caption when matched)
  • "[N] fields don't apply to your answers. Anything you entered is kept." (residual line)
  • Supported drivers: checkboxes, single-select, multi-select, number, date fields

Release notes

documentation

Workflow User Action steps now support conditional required fields. Authors can group fields so they appear and become required only when answers on the form call for them — for example, asking for foundation model details only when someone answers "yes" to Uses Gen AI. Users filling the form see live feedback as their answers change, and the form enforces requirements only for fields that apply.

🤖 Generated with Claude Code

https://claude.ai/code/session_01BmPREobo2AJE6PBnGkvWWC

Added guidance for creating conditional requirement groups on User Action steps. Documented configuration (Edit Conditions, drag fields into groups), runtime behavior (fields appear/disappear, live requiredness, validation enforcement), and audit trail recording.

Co-Authored-By: Claude Fable 5 <[email protected]>
@panchicore panchicore added the documentation Improvements or additions to documentation label Aug 26, 2026
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… inside groups

The supported-field-types enumeration wasn't grounded in the shipped PR
(its test plan used date/text as member fields, which proves nothing about
drivers) — the rule-builder reference already covers it. Added the one
authoring behavior admins will notice: the required/optional switch locks
for fields inside a group.

Co-Authored-By: Claude Fable 5 <[email protected]>
Claude-Session: https://claude.ai/code/session_01BmPREobo2AJE6PBnGkvWWC
@panchicore
panchicore requested review from cachafla and gtagle August 26, 2026 12:59
@panchicore
panchicore marked this pull request as ready for review August 27, 2026 18:15
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2 participants