Mandatory fields: Controlling Data Entry

Q1: What are mandatory fields?

A1: The mandatory setting can be applied to any new or existing field in X-Info Connect. End users cannot submit a record unless these fields are populated.

Q2: What field types can be made mandatory?

A2: The mandatory setting can be applied to any object and any field in X-Info Connect. This includes entity, contact or communication objects as well as text, checkbox, picklist list, object lists and more.

Q3: How do I apply a mandatory field?

A3: A system administrator can access the connection settings, select the relevant field and update the “Accessibility” from the default editable value to mandatory. Yes, it’s that simple.

Q4: What do my end users see when a field is mandatory?

A4: When a user creates a new record (eg. communication) the mandatory fields will display in red text. If the user tries to submit or select off the record without populating these fields a dialog box pops up advising which data needs to be entered. If users select “Yes” they navigate back to the record to complete the data entry. If users select “No” the record is removed.

If you would like further information or assistance, please contact the MG Support Team at support@mipela.com.au or phone 1300 857 870.