Defining Required rules

The Required rule type makes a field required depending on the value or values of one or more controller fields in a view.

About this task

The field is validated to make sure that it has a value any time a change is made to the field or one of its controller fields. If the field is required but is missing a value, a message is displayed on the field and the Save button is disabled.

This rule can be defined on any field type, except on relationship fields where the object type (objectTypeName in JSON) is set to SOXDocument.

If a required field dependency is already defined on a field, you cannot define additional rules of this type on that field in a Task or Creation View.

The controllers must be either enumeration or actor fields.

On the JSON tab, a required rule is defined when type is set to required. You must specify either a controllers or controllerName attribute. See Defining Editable and Read Only rules for more details.

In the following steps, select Required in Rule Type.

Procedure

  1. In the View Designer, click the Design tab.
    The palette is displayed.
  2. Select the field that you want to add a rule to.
  3. In the property panel, click New Rule.
  4. Select a Rule Type.
  5. In Controlled By, choose One field with any value or Multiple controllers or values.
  6. If you choose One field with any value:
    1. Select a Controlling Field.
    2. Click Done.
  7. If you choose Multiple controllers or values:
    1. In Controlling Field Logic select All controlling field conditions must be met or Any controlling field condition may be met.
    2. Click New Controller.
    3. Choose a field in Controlling Field. All available controlling fields are displayed. The next selections depend on the field type.
      • For actor fields, you can set Match Current User and/or select other users or user groups in Other Users or Groups. Any match on either field resolves the controller to true. If Match Current User is set to true, the signed on user must be the user or be in a user group for the value in the Controlling Field.
      • For enumerated type fields, click Values and you can choose one or more individual values.
      • Click Done.
    4. Click New Controller to add the next controller field. Repeat the previous steps until all controller fields are added. Although you can change the order of the controller fields, it has no effect in the view.
  8. Click Done.