Mandatory Fields: Configuration

Which items are mandatory for which windows are configured using the Mandatory Fields: Configuration which is located in Administration > Add-ons > B1 Usability Package > Module Configuration.

Field

Description

Code

Each configuration will need a unique code in order to function. When you switch to add-mode the system will automatically suggest a code (MF-001, MF-002, and so on).

Form type (Mandatory)

The form type for the window you want to configure Mandatory Fields for. The form type is found by opening the form you need form type for. Activate the system information (View > System information), and the information is displayed in the bottom left corner of the client when you hold the mouse over an item.

Description

This is a simple description of the form type. The information is not used elsewhere in the add-on. On the most common form types this description appears automatically.

Add / Update Uid

This field allows you to define which item is the Add / Update button of the configured form. Throughout SAP Business One almost every Add/Update is ‘1’, but in a few special cases (Employee Master Data, Service Calls, Customer Equipment Card and Service Contract among other) the Add/Update button have special item Uids.

Check during add

(Default checked)

Determines if the mandatory field check should be active during add-mode. You can turn this off during debug and in special cases.

Check during update (Default Checked)

Determines if the mandatory field check should be active during update mode. You can turn this off during debug and in special cases.

NB. IN DOCUMENTS WHICH ARE NOT EDITABLE, THIS CAN BE HANDY TO TURN OFF SINCE PRE-ADD-ON DOCUMENTS MIGHT NOT APPLY TO THE RULES OF THE MANDATORY FIELD CHECK DURING UPDATES OF COMMENTS, AND SO ON.

Check during OK (Default Unchecked)

Determines if the mandatory field check should be active during OK mode (useful if you wish to make selection criteria on report windows mandatory).

Mark with color

Using this option, you will be able to provide a visual representation of what field you have marked with a color. Default is no color, but you can choose between different colors (both the background color and the text color). The preview field on the right give you a sample on how the color will be shown.

NB: Due to SDK Limitations, Colors are not shown in Browser Access

TIP: IF YOU NEED THE OLD LEGACY COLORS FROM PREVIOUS VERSION THEY ARE DISPLAYED IN THE COLOR DIALOG AS CUSTOM COLORS

[See a video of the feature]

Users

Here you have the option via the edit text and the radio buttons to make your configurations user-specific (making it possible to have one user have one unique configuration while another user have a different configuration)

The above screenshot result in that only the two users with user codes “user1” and “user2” will see this configuration, while the screenshot below makes the configuration active to all other users except

NB: IT IS YOUR RESPONSIBILITY THAT A USER DOES NOT OVERLAP OR IS INCLUDED IN TWO OR MORE CONFIGURATIONS. IF THAT IS THE CASE, THE SYSTEM WILL WORK WITH THE FIRST CONFIGURATION IT FINDS AND IGNORE THE ADDITIONAL CONFIGURATIONS

Message prefix

here you can make a custom prefix to the message there is shown if a mandatory field is missing. this prefix will replace the original prefix "the following fields are mandatory"

Example:

No prefix:

With prefix

Show message as

here you can decide how the mandatory fields error message should be shown to the user

Active

Here you have the option to temporarily deactivate a configuration instead of removing it entirely.

Import

This allows you to import configurations (Either one at the time or as a batch). See more info in under “Configuring the Add-on > Shared functionality > Import“

Export

This allows you to export configurations to XML (Either one at the time or as a batch). See more info in under “Configuring the Add-on > Shared functionality > Export“

Add line button

Add an additional mandatory field line.

Remove line button

Remove the selected line(s). Select a line by pressing the grey block. Use CTRL or SHIFT to select multiple lines.

The Lines

The lines contain the data about the mandatory fields. Add and Remove lines are handled by the buttons described above.

Column	Description

Item UID	The unique identifier of the field that you want to make mandatory. The item UID can be found in the debug information when pointing the mouse at the field.
Description	The description of the item UID specified. This description is used when informing the user that the field is mandatory.
Warning Only	The warning only option allows you to set fields as mandatory but with an override functionality. If you set a field to mandatory, but with the warning only option checked, the user that uses the windows is prompted with a message that fields were mandatory and if he/she want to continue anyway.
Empty value	Here it is possible to enter what is considered an empty value. For most fields this is nothing entered. But some combo boxes have different empty values. If you need to have more than one empty value, you can enter each value separated by “;”. Example: The Sales Employee Combo box “- No Sales employee – “ has value -1 as empty value (value can also be seen on debug information as the value is shown before the form type) Example: The matrix on Sales Order contains a combo box column labeled VAT Code. If you want to assign the values S0, SE and SF as empty values, you enter the following string in the Empty value column in the Mandatory Fields: Configuration window: S0;SE;SF TIP: IF YOU WANT MAKE A UDF THAT HAVE A DECIMAL TYPE (EXAMPLE A PRICE) MANDATORY YOU NEED TO PROVIDE THE VALUE 0.0 AS EMPTY VALUE
Column	If the mandatory field is on line level, you need to provide the Column UID for the column (can also be seen using debug information). Item UID must also be set.
Ignore last row (Default: Checked)	The ‘ignore last row’ checkbox is created to enable the add-on to do checks on document columns. SAP Business One always leaves an extra line for new data on sales and purchase documents, and the last row needs to be ignored here. Remove only the check if you work with a matrix that does not leave such extra lines.