Does anyone know why is it possible to create a New Program Engagement from Bulk Service Deliveries without selecting a stage, even though the stage field is required in the field set?
I have a few users running into an issue where newly created Program Engagements are not showing up in the BSD list as an option to select, and it's usually because they did not select an active stage (Enrolled) now that I’ve turned on the BSDT Active Filter.
I've set up a report to alert when records > 0 for program engagements missing a stage, but I'd like to just make it required to force users to do it upon creation!
Also, sometimes when I test creating a new Program Engagement without a stage (which shouldn't be possible), it sometimes saves without a stage and other times automatically sets the stage to Enrolled.
Is this a bug? Any suggestions?
#PMM / #NonprofitHelp / #Nonprofit Success Pack / #Bulk Service Deliveries / @Program Management Module (PMM)
Thanks for the suggestion, but I confirmed it's the correct field set by adding and removing a test field to this layout.
