Customization: Making the Quote and Opportunity Contact Required

Hi @grillevan 

You could use the [PXDefault] attribute this would make the field required and throw an error when you try to save with the field not being populated.

This shouldn’t cause any real issues with workflows, except for enforcing the need for a contact.

You can add this in a CacheAttached event:

[PXMergeAttributes(MergeMethod = PXMergeMethod.Append)]
[PXDefault]
protected virtual void _(Events.CacheAttached<YourDAC.yourField> e) {}

Alternatively, I think you could add to the PXUIFieldAttribute, either through the CacheAttached or RowSelected handler.

Cache Attached:

[PXMergeMethod(Method = MergeMethod.Merge)]
[PXUIField(Required = true)]
protected virtual void _(Events.CacheAttached<YourDAC.yourField> e) {}

RowSelected:

protected virtual void _(Events.RowSelected<YourDAC> e, PXRowSelected b)
{
    YourDAC row = e.Row;

    b?.Invoke(e.Cache, e.Args);

    PXUIFieldAttribute.SetRequired<YourDAC.yourField>(e.Cache, true);
}

Hope this helps.

Aleks

@aiwan 

I appreciate the code; it is a little above my pay grade.  I am not on the developer level yet.

I am basically going to publish a Project Customization that makes the ContactID required on the opportunity/quote form.

@darylbowman Much appreciated.