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Make a User Defined Field Required for a Branch

  • July 18, 2023
  • 3 replies
  • 148 views

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Hi guys.

How can I make a user defined field required for only a soecific branch. I am sure this can be done on workflows but its not working out for me. Has anyone tried this?

Please let me know. Thanks community.

Best answer by Laura03

Depending on where you are using the field, there are a few places we can make Attributes required for some groups and not required for others.

Suppose you used Customer Classes or Vendor Classes to represent Branch, then some of the Customer Classes could have the Attribute Required and some could have it optional.

Aside from this small example, I expect you’ll need some customization to require the Attribute for some branches.

 

Laura

3 replies

darylbowman
Captain II
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By 'user defined field' do you mean the UDFs based on attributes or a custom DAC field?


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Hi. Based on attributes.


Laura03
Captain II
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  • Captain II
  • Answer
  • July 24, 2023

Depending on where you are using the field, there are a few places we can make Attributes required for some groups and not required for others.

Suppose you used Customer Classes or Vendor Classes to represent Branch, then some of the Customer Classes could have the Attribute Required and some could have it optional.

Aside from this small example, I expect you’ll need some customization to require the Attribute for some branches.

 

Laura