Mandatory Fields
Define mandatory fields on customers, vendors, items or any table. Incomplete records are blocked automatically and unblocked when they are complete.
Features
- •Mandatory fields on any tableChoose a table and the fields that must be filled in. Works for customers, vendors, items, custom tables and tables from other apps.
- •Several rule sets per tableUse setup codes to define different requirements for the same table, for example EU and non-EU customers. Each setup can be switched on or off.
- •Automatic block and unblockThe record is blocked while mandatory fields are missing and unblocked when they are filled in. Blocks set manually are never removed.
- •See what is missingA FactBox on the customer, vendor and item cards lists the fields that still need to be filled in.
- •Applies everywhereThe check runs on the database triggers, so it applies in all pages and processes without custom code.
Description
Mandatory Fields makes sure master data is complete before it is used. You choose a table and define which fields must be filled in. As long as a mandatory field is empty, the record is blocked, so incomplete customers, vendors or items cannot cause errors later in sales, purchasing or posting.
Setup is done by the users. Select a table, pick the Boolean or Option field used to block the record and the value to use while fields are missing, and then add the mandatory fields for that table. Several setups can be created for the same table using setup codes, for example different requirements for EU and non-EU customers, and each setup can be switched on or off.
On the customer, vendor and item cards, a FactBox shows which fields are still missing. When the last one is filled in, the app removes the block it set. Blocks set manually are left alone. Text, code, number, date and time fields can be mandatory. The check runs on the database triggers, so it works with any table in Business Central, including custom tables and tables introduced by other apps, and applies in every page and process.
Screenshots
Commercial & setup
Used in cases
This app isn’t linked to any cases yet.