Make Fields Mandatory

system · January 20, 2011, 11:37am

I ended up using Extended Properties under System Management - Utilities. I was able to make the fields mandatory without having to use any code. You simply search for the table/field that you want to make mandatory and check the mandatory box in the properties. We are currently running 9.05.600B.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of drew.pete
Sent: Thursday, January 20, 2011 10:26 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Make Fields Mandatory

Yeah I was able to use the row rule I had in 8.03 to make a field mandatory on the form - we are on 9.05.601B. Unfortunately, "Mandatory" wasn't in option when setting up the rule with the wizard so I did it with setting style "Error" then modified the code a bit to call for a "Mandatory" action to be performed. Now if I can just get the message to display differently. I don't think the end user will know what Character05 is....

Drew

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, "Vic Drecchio" <vic.drecchio@...<mailto:vic.drecchio@...>> wrote:
>
> You can use the Mandatory Row Rule customization in 8.03.xxx but not
> sure in E9.
>
>
>
> Search Help for "How do I set up a required field"
>
>
>
>
> Purpose
>
>
> You can indicate that a field is required, or mandatory, by using the
> Rule Wizard
> <file:///<file:///\\>\\SEAHAWK\epicor\mfgsys803\Help\enu\Vantage\User_Preferences\Cu
> stomWizardRule.htm> . You do this by first creating a mandatory rule and
> then adding a mandatory rule action to it. Here's how:
>
> 1. Within the Customization Tools Dialog, click on the Wizards tab and
> the Rule Wizard tab.
>
> 2. Click the New Row Rule button.
>
> 3. For the Rule Description field, enter a description that indicates
> this is a mandatory row rule. For example: MyMandatoryRule
>
> 4. Now on the Select View list, choose the table, or dataView, that
> contains the field you want to make mandatory. For example: ShipVia
>
> 5. 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.
>
> 6. Click the Right Arrow button to add the rule to the Custom Row Rules
> list.
>
> 7. Now click the New Rule Action button.
>
> 8. In the Select Field list, choose the field that you want to be
> mandatory. For example: WebDesc
>
> 9. Next, in the Setting Styles list, select the Mandatory option.
>
> 10. Click the Right Arrow button to add this file to the Custom Rule
> Actions list.
>
> 11. 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.
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
> Of Hellings, Lauren
> Sent: Tuesday, October 26, 2010 10:30 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Make Fields Mandatory
>
>
>
>
>
> We are currently running Epicor 9.05.600B2. What is the easiest way to
> make a field mandatory? We want to make Part Class and Product Group
> mandatory in Part Maintenance. I know this can be done through a BPM,
> but is there an easier way to do this in Customization?
>
> Thank you,
>
> Lauren Hellings
> CPI Global One - Core Team Member
> [cid:image001.jpg@...
> <mailto:image001.jpg%4001CB74F0.512CBA90> ]<mailto:[cid:image001.jpg@...%0b%3e%20%3cmailto:image001.jpg%4001CB74F0.512CBA90%3e%20]>
>
> Business Analyst
> Office: 281-207-0667 x26
> Cell: 832-472-1736
> Fax: 281-207-0672
> email: lauren.hellings@<mailto:lauren.hellings@>... <mailto:lauren.hellings%40c-p-i.com>
> <mailto:lauren.hellings@... <mailto:lauren.hellings%40c-p-i.com<mailto:lauren.hellings@...%20%3cmailto:lauren.hellings%40c-p-i.com>> >
> www.c-p-i.com<http://www.c-p-i.com/>
>
> [cid:image002.jpg@...
> <mailto:image002.jpg%4001CB74F0.512CBA90> ]<mailto:[cid:image002.jpg@...%0b%3e%20%3cmailto:image002.jpg%4001CB74F0.512CBA90%3e%20]>
>
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> No other person is authorized to access, copy or re-use this message (or
> any information contained herein). If you are not the intended
> recipient, please notify us immediately by replying to this message and
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>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>

----------Legal Disclaimer----------

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[Non-text portions of this message have been removed]

system · October 26, 2010, 10:32am

We are currently running Epicor 9.05.600B2. What is the easiest way to make a field mandatory? We want to make Part Class and Product Group mandatory in Part Maintenance. I know this can be done through a BPM, but is there an easier way to do this in Customization?

Thank you,

Lauren Hellings
CPI Global One - Core Team Member
[cid:image001.jpg@01CB74F0.512CBA90]

Business Analyst
Office: 281-207-0667 x26
Cell: 832-472-1736
Fax: 281-207-0672
email: lauren.hellings@...<mailto:lauren.hellings@...>
www.c-p-i.com<http://www.c-p-i.com/>

[cid:image002.jpg@01CB74F0.512CBA90]

----------Legal Disclaimer----------

The information contained in this message may be privileged and confidential, and is intended solely for the use of the named addressee. No other person is authorized to access, copy or re-use this message (or any information contained herein). If you are not the intended recipient, please notify us immediately by replying to this message and delete it from your computer.

[Non-text portions of this message have been removed]

system · October 26, 2010, 10:38am

I would recommend via a BPM. Set up a pre-processing on Part.Update,
condition is if PartClass = "", action is to send exception to the user.
This would take only a few minutes to set this up.

Kevin Simon

SimsTrak Consulting

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Hellings, Lauren
Sent: Tuesday, October 26, 2010 10:30 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Make Fields Mandatory

We are currently running Epicor 9.05.600B2. What is the easiest way to make
a field mandatory? We want to make Part Class and Product Group mandatory in
Part Maintenance. I know this can be done through a BPM, but is there an
easier way to do this in Customization?

Thank you,

Lauren Hellings
CPI Global One - Core Team Member
[cid:image001.jpg@01CB74F0.512CBA90
<mailto:image001.jpg%4001CB74F0.512CBA90> ]

Business Analyst
Office: 281-207-0667 x26
Cell: 832-472-1736
Fax: 281-207-0672
email: lauren.hellings@... <mailto:lauren.hellings%40c-p-i.com>
<mailto:lauren.hellings@... <mailto:lauren.hellings%40c-p-i.com> >
www.c-p-i.com<http://www.c-p-i.com/>

[cid:image002.jpg@01CB74F0.512CBA90
<mailto:image002.jpg%4001CB74F0.512CBA90> ]

----------Legal Disclaimer----------

The information contained in this message may be privileged and
confidential, and is intended solely for the use of the named addressee. No
other person is authorized to access, copy or re-use this message (or any
information contained herein). If you are not the intended recipient, please
notify us immediately by replying to this message and delete it from your
computer.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · October 26, 2010, 10:49am

You can use the Mandatory Row Rule customization in 8.03.xxx but not
sure in E9.

Search Help for "How do I set up a required field"

Purpose

You can indicate that a field is required, or mandatory, by using the
Rule Wizard
<file:///\\SEAHAWK\epicor\mfgsys803\Help\enu\Vantage\User_Preferences\Cu
stomWizardRule.htm> . You do this by first creating a mandatory rule and
then adding a mandatory rule action to it. Here's how:

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

2. Click the New Row Rule button.

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

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

5. 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.

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

7. Now click the New Rule Action button.

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

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

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

11. 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.

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Hellings, Lauren
Sent: Tuesday, October 26, 2010 10:30 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Make Fields Mandatory

We are currently running Epicor 9.05.600B2. What is the easiest way to
make a field mandatory? We want to make Part Class and Product Group
mandatory in Part Maintenance. I know this can be done through a BPM,
but is there an easier way to do this in Customization?

Thank you,

Lauren Hellings
CPI Global One - Core Team Member
[cid:image001.jpg@01CB74F0.512CBA90
<mailto:image001.jpg%4001CB74F0.512CBA90> ]

Business Analyst
Office: 281-207-0667 x26
Cell: 832-472-1736
Fax: 281-207-0672
email: lauren.hellings@... <mailto:lauren.hellings%40c-p-i.com>
<mailto:lauren.hellings@... <mailto:lauren.hellings%40c-p-i.com> >
www.c-p-i.com<http://www.c-p-i.com/>

[cid:image002.jpg@01CB74F0.512CBA90
<mailto:image002.jpg%4001CB74F0.512CBA90> ]

----------Legal Disclaimer----------

The information contained in this message may be privileged and
confidential, and is intended solely for the use of the named addressee.
No other person is authorized to access, copy or re-use this message (or
any information contained herein). If you are not the intended
recipient, please notify us immediately by replying to this message and
delete it from your computer.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

system · October 26, 2010, 10:58am

You can also use Extended Properties to set fields as required. However,
there are a couple bugs if you're using it with custom fields.

On Tue, Oct 26, 2010 at 10:49 AM, Vic Drecchio <vic.drecchio@...>wrote:

>
>
> You can use the Mandatory Row Rule customization in 8.03.xxx but not
> sure in E9.
>
> Search Help for "How do I set up a required field"
>
> Purpose
>
> You can indicate that a field is required, or mandatory, by using the
> Rule Wizard
> <file:///\\SEAHAWK\epicor\mfgsys803\Help\enu\Vantage\User_Preferences\Cu
> stomWizardRule.htm> . You do this by first creating a mandatory rule and
> then adding a mandatory rule action to it. Here's how:
>
> 1. Within the Customization Tools Dialog, click on the Wizards tab and
> the Rule Wizard tab.
>
> 2. Click the New Row Rule button.
>
> 3. For the Rule Description field, enter a description that indicates
> this is a mandatory row rule. For example: MyMandatoryRule
>
> 4. Now on the Select View list, choose the table, or dataView, that
> contains the field you want to make mandatory. For example: ShipVia
>
> 5. 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.
>
> 6. Click the Right Arrow button to add the rule to the Custom Row Rules
> list.
>
> 7. Now click the New Rule Action button.
>
> 8. In the Select Field list, choose the field that you want to be
> mandatory. For example: WebDesc
>
> 9. Next, in the Setting Styles list, select the Mandatory option.
>
> 10. Click the Right Arrow button to add this file to the Custom Rule
> Actions list.
>
> 11. 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.
>
> ________________________________
>
>
> From: vantage@yahoogroups.com <vantage%40yahoogroups.com> [mailto:
> vantage@yahoogroups.com <vantage%40yahoogroups.com>] On Behalf
> Of Hellings, Lauren
> Sent: Tuesday, October 26, 2010 10:30 AM
> To: vantage@yahoogroups.com <vantage%40yahoogroups.com>
> Subject: [Vantage] Make Fields Mandatory
>
> We are currently running Epicor 9.05.600B2. What is the easiest way to
> make a field mandatory? We want to make Part Class and Product Group
> mandatory in Part Maintenance. I know this can be done through a BPM,
> but is there an easier way to do this in Customization?
>
> Thank you,
>
> Lauren Hellings
> CPI Global One - Core Team Member
> [cid:image001.jpg@01CB74F0.512CBA90 <image001.jpg%4001CB74F0.512CBA90>
> <mailto:image001.jpg%4001CB74F0.512CBA90<image001.jpg%254001CB74F0.512CBA90>>
> ]
>
>
> Business Analyst
> Office: 281-207-0667 x26
> Cell: 832-472-1736
> Fax: 281-207-0672
> email: lauren.hellings@... <lauren.hellings%40c-p-i.com> <mailto:
> lauren.hellings%40c-p-i.com <lauren.hellings%2540c-p-i.com>>
> <mailto:lauren.hellings@... <lauren.hellings%40c-p-i.com> <mailto:
> lauren.hellings%40c-p-i.com <lauren.hellings%2540c-p-i.com>> >
>
> www.c-p-i.com<http://www.c-p-i.com/>
>
> [cid:image002.jpg@01CB74F0.512CBA90 <image002.jpg%4001CB74F0.512CBA90>
> <mailto:image002.jpg%4001CB74F0.512CBA90<image002.jpg%254001CB74F0.512CBA90>>
> ]
>
>
> ----------Legal Disclaimer----------
>
> The information contained in this message may be privileged and
> confidential, and is intended solely for the use of the named addressee.
> No other person is authorized to access, copy or re-use this message (or
> any information contained herein). If you are not the intended
> recipient, please notify us immediately by replying to this message and
> delete it from your computer.
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>

[Non-text portions of this message have been removed]

system · October 26, 2010, 11:28am

Lauren asks:

> We are currently running Epicor 9.05.600B2. What is the easiest way to make a field mandatory? We want to make
> Part Class and Product Group mandatory in Part Maintenance. I know this can be done through a BPM, but is there
> an easier way to do this in Customization?

While I haven't tested it throughly, in Epicor 9 there's a program
called Extended Properties which I think is in the System Management
folder. You SHOULD be able to make a field mandatory system wide just
by enabling the "Required" box. I tested it once and it seemed to
work. Ugly error message but it worked.

Separately, it looks like you can specify valid values for fields -
especially the userXX fields - which would be cool if that worked.

The Extended Properties seems to match the Extended Properties that
some users do in VB/C# customizations.

Mark W.

system · January 20, 2011, 11:29am

Yeah I was able to use the row rule I had in 8.03 to make a field mandatory on the form - we are on 9.05.601B. Unfortunately, "Mandatory" wasn't in option when setting up the rule with the wizard so I did it with setting style "Error" then modified the code a bit to call for a "Mandatory" action to be performed. Now if I can just get the message to display differently. I don't think the end user will know what Character05 is....

Drew

--- In vantage@yahoogroups.com, "Vic Drecchio" <vic.drecchio@...> wrote:
>
> You can use the Mandatory Row Rule customization in 8.03.xxx but not
> sure in E9.
>
>
>
> Search Help for "How do I set up a required field"
>
>
>
>
> Purpose
>
>
> You can indicate that a field is required, or mandatory, by using the
> Rule Wizard
> <file:///\\SEAHAWK\epicor\mfgsys803\Help\enu\Vantage\User_Preferences\Cu
> stomWizardRule.htm> . You do this by first creating a mandatory rule and
> then adding a mandatory rule action to it. Here's how:
>
> 1. Within the Customization Tools Dialog, click on the Wizards tab and
> the Rule Wizard tab.
>
> 2. Click the New Row Rule button.
>
> 3. For the Rule Description field, enter a description that indicates
> this is a mandatory row rule. For example: MyMandatoryRule
>
> 4. Now on the Select View list, choose the table, or dataView, that
> contains the field you want to make mandatory. For example: ShipVia
>
> 5. 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.
>
> 6. Click the Right Arrow button to add the rule to the Custom Row Rules
> list.
>
> 7. Now click the New Rule Action button.
>
> 8. In the Select Field list, choose the field that you want to be
> mandatory. For example: WebDesc
>
> 9. Next, in the Setting Styles list, select the Mandatory option.
>
> 10. Click the Right Arrow button to add this file to the Custom Rule
> Actions list.
>
> 11. 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.
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Hellings, Lauren
> Sent: Tuesday, October 26, 2010 10:30 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Make Fields Mandatory
>
>
>
>
>
> We are currently running Epicor 9.05.600B2. What is the easiest way to
> make a field mandatory? We want to make Part Class and Product Group
> mandatory in Part Maintenance. I know this can be done through a BPM,
> but is there an easier way to do this in Customization?
>
> Thank you,
>
> Lauren Hellings
> CPI Global One - Core Team Member
> [cid:image001.jpg@...
> <mailto:image001.jpg%4001CB74F0.512CBA90> ]
>
> Business Analyst
> Office: 281-207-0667 x26
> Cell: 832-472-1736
> Fax: 281-207-0672
> email: lauren.hellings@... <mailto:lauren.hellings%40c-p-i.com>
> <mailto:lauren.hellings@... <mailto:lauren.hellings%40c-p-i.com> >
> www.c-p-i.com<http://www.c-p-i.com/>
>
> [cid:image002.jpg@...
> <mailto:image002.jpg%4001CB74F0.512CBA90> ]
>
> ----------Legal Disclaimer----------
>
> The information contained in this message may be privileged and
> confidential, and is intended solely for the use of the named addressee.
> No other person is authorized to access, copy or re-use this message (or
> any information contained herein). If you are not the intended
> recipient, please notify us immediately by replying to this message and
> delete it from your computer.
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>