How to set fields as Mandatory
- Sigrid Kviteberg
When adding a new person to the database, creating a new vessel in the organization structure, or manually adding an activity to a person you can set fields that are mandatory to fill in before the record can be saved.
Question
I don’t want a user to be able to save a person if the employment start date is not filled in.
The mandatory fields is not applicable for existing persons, vessels or activities, before the user makes a change and then tries to save.
The settings must be done on each organization level where you link a person to in Personal Details | Employment - Organization field.
How to
Go to Set up | Organization
Select the company you link the persons to when creating them, and go to the Mandatory fields under Properties
You have 3 different tabs available:
Person - fields in the data group Personal Details
Vessel - fields for the vessels in the Organization structure
Activities - fields for an activity in the data group Activities
Find the field(s) you want to make mandatory and set a tick on it.
Click Save and Close
