Veröffentlicht Tue, 29 May 2018 13:46:39 GMT von Pedro E. Gonzalez-Santini Gm

Users need to add financial documents, which can be either Applications or Loans. A Store Dialog is available for each, displaying only the relevant fields. Applications do not have loan numbers.  When a loan document is being stored the application number is no longer relevant nor available. Therefore, the two fields are not required in the file cabinet definition but should be required when the appropriate dialog is selected. I can apply field masks and default values, but the users can still leave the fields blank. Can the fields be required depending on the Store Dialog selected? Any suggestions will be welcome.

Veröffentlicht Tue, 29 May 2018 13:55:49 GMT von Phil Robson DocuWare Corporation Senior Director Professional Services, Americas

From DocuWare 6.12, setting a field to mandatory is set on the field level and not the dialog level. This measn that you cannot set the field to mandatory for specific dialogs. My suggestion is to set the field to mandatory, and then in any dialog where no value is required or is not available set a default value and lock the field so the user cannot change it.


Phil Robson
Senior Director Support Americas

Veröffentlicht Tue, 05 Jun 2018 15:06:26 GMT von Matthew Trembly Software Support Manager

If you can't develop a field level validation for this, then do what Phil says.  If you really don't want those placeholder values in the file cabinet index fields after the storage event, then use Workflow Mgr to clean it up or use AutoIndex (DW7).

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