Easy Way to make a field required

> Another option: A BPM should also work if you're more comfortable writing
> them (versus VB client code).

FWIW, Epicor 9 had an item in the System Management area called "Extended
Properties". It allows you to set a field as "Required" and that appeared to
work. Set it in one place and it's required everywhere it's used. It's also
supposed to let to restrict the values of fields if they are not linked to
another field (ShortChar01 can only be "Red", "Blue", or "Green" for
example.) I only played with it for a little bit but was not successful in
getting that to work. There are a few other properties available but they
escape me at the moment.

Mark W.
I was wondering if there was any easy way of saying a field (ex. zip code) is a required field and the form can't be saved without this being filled in? We're tired of having incomplete information so we're trying to figure out a way to force the information to be put in.

Thanks!!
Emily
Yes, it is very easy in 8.03. You will use a BPM.

There is an AnswerBook on MyEpicWeb.
AnswerBook # 8638MPS, BPM How to make a textbox field mandatory.

Other applicable helpful AnswerBooks may be:
# 9022MPS BPM How do I determine which Business Object or Method to use.
# 1288BRK Setting BPM to apply to one DB at a time.
# 9275MPS BPM How to separate directives from triggering in different Databases.

There is also an example of this in the Epicor Tools User Guide ($70 from your CAM) starting on page 502 and ending on page 517.

Reply back if you have trouble finding these answerbooks.

Lynn

--- In vantage@yahoogroups.com, "emverbeke" <emverbeke@...> wrote:
>
> I was wondering if there was any easy way of saying a field (ex. zip code) is a required field and the form can't be saved without this being filled in? We're tired of having incomplete information so we're trying to figure out a way to force the information to be put in.
>
> Thanks!!
> Emily
>
You should be able to make the field required via the field control's properties window when in customization mode.

However, some controls (and their related BO methods) thwart that easy way to do it and you'll have to write a simple VB subroutine to force the issue.

You can probably find a code example if you search Answer Books on Epicor's site.

Rob
--- Original Message ---
From:"emverbeke" <emverbeke@...>
Sent:Fri 5/8/09 5:04 pm
To:vantage@yahoogroups.com
Subj:[Vantage] Easy Way to make a field required

I was wondering if there was any easy way of saying a field (ex. zip code) is a required field and the form can't be saved without this being filled in? We're tired of having incomplete information so we're trying to figure out a way to force the information to be put in.

Thanks!!
Emily
Another option: A BPM should also work if you're more comfortable writing them (versus VB client code).
Rob

--- Original Message ---
From:robertb_versa@...
Sent:Sat 5/9/09 12:15 pm
To:vantage@yahoogroups.com
Cc:
Subj:Re: [Vantage] Easy Way to make a field required

You should be able to make the field required via the field control's properties window when in customization mode.

However, some controls (and their related BO methods) thwart that easy way to do it and you'll have to write a simple VB subroutine to force the issue.

You can probably find a code example if you search Answer Books on Epicor's site.

Rob
--- Original Message ---
From:"emverbeke" <emverbeke@...>
Sent:Fri 5/8/09 5:04 pm
To:vantage@yahoogroups.com
Subj:[Vantage] Easy Way to make a field required

I was wondering if there was any easy way of saying a field (ex. zip code) is a required field and the form can't be saved without this being filled in? We're tired of having incomplete information so we're trying to figure out a way to force the information to be put in.

Thanks!!
Emily
If you search help there is a "How To" article in there that helps you
do just this. In HELP, search for "How Do I" and scroll down the
results to the H's and you'll see "How Do I set up a required field"

Pasted below

Purpose
You can indicate that a field is required, or mandatory, by using the
Rule Wizard. You do this by first creating a mandatory rule and then
adding a mandatory rule action to it. Here's how:

Within the Customization Tools Dialog, click on the Wizards tab and the
Rule Wizard tab.

Click the New Row Rule button.

For the Rule Description field, enter a description that indicates this
is a mandatory row rule. For example: MyMandatoryRule

Now on the Select View list, choose the table, or dataView, that
contains the field you want to make mandatory. For example: ShipVia

Set up the rule condition so the Select Field is always equal to itself.
To do this, select the same option for the Select Field and Rule Value
lists and then select Equals for the rule condition.


Example: You want the Web Description field to be mandatory on the Ship
Via Maintenance form. Because this is a character field, you choose
these options in the following fields:

-Select Field: Character01
-Rule Condition: Equals
-Rule Value: Character01

This makes the field mandatory, as the rule condition
Character01=Character01 will always evaluate to true.

Click the Right Arrow button to add the rule to the Custom Row Rules
list.

Now click the New Rule Action button.

In the Select Field list, choose the field that you want to be
mandatory. For example: WebDesc

Next, in the Setting Styles list, select the Mandatory option.

Click the Right Arrow button to add this file to the Custom Rule Actions
list.

Click the Update button.

Now when users try to save a record and the selected field is blank, an
Application Error message will appear. In the example below, the user
tried to save a Ship Via record without entering a Web Description.


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of emverbeke
Sent: Friday, May 08, 2009 5:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Easy Way to make a field required

I was wondering if there was any easy way of saying a field (ex. zip
code) is a required field and the form can't be saved without this being
filled in? We're tired of having incomplete information so we're trying
to figure out a way to force the information to be put in.

Thanks!!
Emily



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