Dear FSM experts
Could you please advise on how to make the field EMAIL_ADDRESS in the PLACE window mandatory in FSM?
We are on FSM 6 Update 27 Build 8779
Many thanks
Miguel
Solved
In FSM, make the field EMAIL_ADDRESS in the PLACE window mandatory
Best answer by Morris
Hi
A couple of questions,
- by place window do you mean the Place screen, a lookup screen where you can add a place
- Do you want the requirement on the place.email_address at the screen level or system wide.
If you only want it at the screen level you could make the field required in the field properties in the ui designer.
Should you go this route then an update to existing place records without an email address can still happen behind the scenes. like from business rules or integrations For place records that get created or updated via the screen it will require an email address.
If you want it to be system wide then you would mark the field required in custom metadata then no matter what screen place.email_address is on it will be required.
Should you take this path, then existing place records will need to be updated with an email address otherwise updates may fail. an email address will be needed on a place record no matter how an update or insert is done.
I hope this all makes sense.
Cheers,
Morris
Hi
A couple of questions,
- by place window do you mean the Place screen, a lookup screen where you can add a place
- Do you want the requirement on the place.email_address at the screen level or system wide.
If you only want it at the screen level you could make the field required in the field properties in the ui designer.
Should you go this route then an update to existing place records without an email address can still happen behind the scenes. like from business rules or integrations For place records that get created or updated via the screen it will require an email address.
If you want it to be system wide then you would mark the field required in custom metadata then no matter what screen place.email_address is on it will be required.
Should you take this path, then existing place records will need to be updated with an email address otherwise updates may fail. an email address will be needed on a place record no matter how an update or insert is done.
I hope this all makes sense.
Cheers,
Morris
Hi
Many thanks for your feedback.
Yes, I meant the lookup screen where a place can be added.
I have made the field required in the field properties in the UI designer. Please see screenshots below
- When saving the configuration I selected Default
- Then the result was this
When I clicked in the Child place the system crashed. However when I login again I was able to navigate between the MASTER and Child PLACE.
- I have tested and the Email address is mandatory as expected
Cheers
Miguel
Could you please confirm that my steps above are correct? Just concern about the system crashing when I selected the Child place.
Many thanks
Miguel
Does it crash every time, is there an error message? Normally it should not crash. have there been any other changes to the screen or was this the very first configuration?
As for the steps, they seem fine. you would select the current screen that is being used, make the change in the properties and save. refresh cache and open a new screen to test the changes.
Let me know,
Morris
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