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Custom Required Fields
  • 22 Jul 2022
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Contents

Custom Required Fields

  • Updated on 22 Jul 2022
  • 1 Minute to read
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Article summary


Create Custom Required Fields in CenPoint on the Job, Quote, Customer, and Users

This feature is available only to users with System Admin rights.

Hold down Shift+ Right click on a text box to create a required field.

This will only work on text boxes and will not work on dropdown menus or check boxes.


Create Custom Required Fields

In this Example we want to make it required that there is a Job Name entered on every job.

Hold Shift+Right click on the Job Name text box and select either 'Make Required for this Branch' 

To Remove a Required field, hold Shift+Right click and select 'Remove Requirement for this Branch'

When the Job Name is left blank, and you try to leave the Job Screen by clicking OK, you will get a prompt saying,

 "a required field cannot be blank" and the required field will be highlighted in red.


Select multiple text boxes to be required. In this example we want to require all customers have a Main Number, Email, and Credit Limit.

Hold Shift+Right click on the text boxes that you want to become required and select 'Make Required for this Branch'.

Now when those text boxes are left blank you will receive a prompt saying, "a required field cannot be blank" and the required fields will be highlighted in red.


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