Updated: 02.05.2023

Set up Mandatory Fields

This section describes how to set up mandatory fields. In order to increase the quality of the master data, you can make certain fields mandatory for the user in TRASER DMS.

The contents of this chapter are divided into the following sections:

Set up Mandatory Fields in Tables

This section describes how you set up mandatory fields in tables.
Please proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Mandatory Table Setup.
  • The page Mandatory Table Setup is displayed.
  • In the Table No. enter a table/card for which you want to set up a mandatory field. In the following example, the card 18 (Customer) will be used.

Mandatory Table Setup

  • To set up certain fields, click Setup Mandatory Fields in the menu bar.
  • The window Edit – Set up Mandatory Field is displayed.
  • For the Field No. column, choose the fields that you want to set as mandatory fields. Repeat this step if you want to set up multiple mandatory fields.

Mandatory Field Setup

  • Click Close to return back to the Mandatory Table Setup.
  • The selected table will get a new line and the Number of Fields column will show the number of mandatory fields that have been set up.

You have set up mandatory fields for a table. In this example, the field Address has been set up as a mandatory field for this Customer.

This section describes how to view errors concerning mandatory fields.
Please proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Mandatory Table Setup.
  • The page Mandatory Table Setup is displayed.
  • Click Refresh Errors in the menu bar.
  • The No. of Errors column shown the number of errors for the mandatory fields that have been set up.
  • To view the table with the errors, click on the number of errors.

Errors in mandatory fields

  • The Mandatory Field Errors window opens. This page shows all errors for this mandatory field. The error is shown under Field Name.

Correct Mandatory Field Errors

This section describes how to correct an error concerning mandatory fields.
Please proceed as follows:

  • Use the quick search in TRASER DMS 365 (ALT+Q) to find the page Mandatory Table Setup.
  • The page Mandatory Table Setup is displayed.
  • In the No. of Errors column, the number of errors is shown for the mandatory fields that have been set up.
  • To view the table/card with the errors, click on the number of errors.
  • Choose a data record from the Record ID column or click on Open Related Record in the menu bar.
  • Please fill out the missing information.

You have successfully fixed a mandatory field error.

Display Mandatory Fields on Cards

This section describes how to identify which fields are mandatory fields.

The fields that have been set as mandatory are shown in the FactBox pane (ALT+F2).

FactBox for mandatory fields

A field is shown in red until you fill it out and update the card. After entering the data, update the card by clicking F5.

The field in the FactBox turns green.

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