Method Community

I have searched everywhere I can think of and am having an issue finding out how to make a preexisting field required on a form.  I would like to make Class required for Purchase Orders (while being used for an RMA record, so I would prefer to make it unique to the screen, not inherent to the field).  If I can't do that, I would be satisfied if I could change the inherent characteristic but that is greyed out when I edit the fields in that table.  Any ideas?

The reason you can`t make the field required at the table level is because the field is already in use. There are probably some records that use it and some that do not, so making it required mid-way through would be inappropriate.

What you want to do is use an action such as the Conditional Warning, where you do not let the user continue or save if class = empty. When you set up the action indicate the field, use ‘Equal to’ and then ‘Type In’ leave this part blank. Make sure to set this up where needed.

Hope this helps.

Hi Val,

When I add a conditional warning to an invoice, to make sure a class is entered, the message does not appear and the invoice still partially saves without completing other actions in the action list.  This is what I have set-up for the conditional warning:

Value From Screen - Class

Equal to

Type In - <field left blank>

Warning Message - Type In - Please enter Invoice Number.

This is the first action in the list.  When the conditional warning is removed, all of the actions perform like they should so I know it is something with the conditional warning.  Any ideas?

Thanks!

Hi Tricia,

When you intially select a customer for an invoice the invoice saves at that point, so that could be why it is paritially saved(Check the actions on the customer drop down). Also make sure you are checking the right field, in some cases the object you are checking is just a label and not an actual field, in this case Class could just be a label and Class_fld could be the field.

-Michael

Hi Tricia,

Can you double-check that you are referencing the actual field and not some other caption or label on the screen? In the screen design, edit the field to determine the caption or label there. You will want to use that name.

Michael -

I am having a similar issue, which is why I was hoping to impose a required field so it wouldn't partially save the record.  What is happening is that I have a default value for vendor filled in (vendor "RMA") and as a result, it appears to partially save the record which I don't want to happen.  I want it to save only when I select the Save button.  How do I stop the partial save?

Emily

Hi Emily,

Having a default Vendor filled in shouldn't cause the screen to save but actually selecting a Vendor will cause the screen to save. If you take a look at the actions on the drop down you should see a Save All Sections action.

One thing to note is before you add any line items to a transaction you will first have to save the transaction.

-Michael

@ Michael: It is saving beyond the normal saving when you select the customer.  It saves the line item information but doesn't calculate the total invoice amount, show customized messages, etc.

@ Michael & Val:  The Value on Screen I am referencing in the Conditional Warning action is the Caption from the "Dropdown Field Properties for field Class".

Thanks!

Tricia- 

The Save All Sections action should save everything on the screen. The amounts are brought in after the Invoice is saved. Take a look at the actions on the Save button on the Standard Invoice screen.

You will have to place the Conditional Warning on all objects that have a Save in it to make sure that condition is always met. Print Preview has a Save All Sections in it, so if i user were to click on it, it would Save and then show the preview. 

-Michael

@ Michael - the invoice saves fine without the Conditional Warning.  When I add it, that's when the saving is altered and I do not get a prompt about the missing class.  I remove it, and it saves like it should again. On this screen, it only has one save button (no Print Preview, etc.). This screen is an altered standard invoice to have a few messages and only show the fields on the invoice that are needed.

I also made a copy of the standard invoice in the same Method account.  The only thing I added is the Conditional Warning and it is doing the same thing as my altered screen. There is no warning message and it partially saves the invoice.

To try to make sure I am using the Conditional Warning action correctly, I created a copy of the standard invoice in a different Method account.  I added the Conditional Warning and it works in that account.  I think there is a bug in the account where it is not working.  Can you take a look at it?

Thanks!

Tricia,

Have you tried making a copy of the standard invoice screen in the account that is having the issue and adding that conditional warning? We can take a look at it further but since its a custom screen it would be considered consulting. In situtations like this we would charge for consulting upfront and if it is indeed a Method Platform bug then you would get the consulting credited back.

-Michael

Hi Michael,

Yes, I also made a copy of the standard invoice in the same Method account that is having the issue.  The only thing I added is the Conditional Warning and it is doing the same thing as my altered screen. There is no warning message and it partially saves the invoice.

Thanks!

Hi Michael,

I think I figured it out.  The message is there - it just disappeared quickly before I could catch it and it's not very prominent.

Thanks!

Tricia