Saving relationship and then converting to Constituent does not prompt for required attributes
We are currently evaluating this issue and will update this article when we have more information.
Steps to Duplicate
In Config > Attributes - Create a new Constituent attribute and mark it as required
Add a new constituent but do not specify any attributes - Notice prompt that a required attribute is missing
Supply attribute and save constituent record
On Relationships tab, add a new individual relationship
Supply at least the last name and then save/close relationship
On Relationship tab, double-click to open the new relationship
From the top menu click Relationship > Add individual as Constituent
Supply any constituency code/date and click OK
Notice there is no prompt for required attributes and constituent record saves without the required attributes
Users are prompted for the required attributes if the above is performed without an initial save to the relationship record. For instance, a new relationship is created and added as a constituent before the relationship record is saved, a prompt that attributes are missing will appear. However, this does not apply if working with old/existing relationship records.