Skip to main content
Solved

How to make Market a mandatory field in Customer

  • May 14, 2024
  • 3 replies
  • 164 views
C
Sidekick (Customer)
Forum|alt.badge.img+5

currently using IFS Cloud 22 R2 u18

 

Hi, having looked over the previous answers here, I’m still struggling to find out how I can make the Marketing field within Customer > Sales > General as a mandatory field.

 

Having navigated to page designer I have then selected all Elements. → Selectors → Reference Sales Market Selector.

 

having set the ‘Required’ tick box for  the following attributes [MarketCode, Description, State] to no effect.

 

Is there anyway to make this field mandatory for all customers?

 

thank you in advance for any advice or support given

 

Best answer by Marcel.Ausan

@Clotted01 follow the below steps in Page Designer:

 

  • Go all the way to the Main1Group:

 

  • scroll  to the Content and tick the required box for Market

  • Then when you create a new customer / sales tab or edit existing data, Market field will be market as mandatory:

     

3 replies

Marcel.Ausan
Ultimate Hero (Partner)
Forum|alt.badge.img+22
  • Marcel.Ausan
  • Ultimate Hero (Partner)
  • 1298 replies
  • Answer
  • May 14, 2024

@Clotted01 follow the below steps in Page Designer:

 

  • Go all the way to the Main1Group:

 

  • scroll  to the Content and tick the required box for Market

  • Then when you create a new customer / sales tab or edit existing data, Market field will be market as mandatory:

     

https://www.linkedin.com/in/marcelausan/
C
Sidekick (Customer)
Forum|alt.badge.img+5
  • Clotted01
  • Author
  • Sidekick (Customer)
  • 5 replies
  • May 14, 2024

Brilliant! - that answers my question. Thank you

G
Hero (Employee)
Forum|alt.badge.img+8
  • Gonzalo
  • Hero (Employee)
  • 59 replies
  • May 14, 2024

Hi Wayne.
 

If you want to make “Market” really a mandatory field you need to implement a validation that will check that field is not null when creating/updating the record.

 

That can be achieved by using a Validation Workflow:

What are Workflows? - Technical Documentation For IFS Cloud

 

That way, if a new record is not created or updated  via IFS Aurena page, your restriction about Market still applies.

 

Thank you much.
Best regards.
Gonzalo.

 

 


Terms & ConditionsCookie settingsAccessibility statement