Checking mandatory fields
A data record type may contain one or more mandatory fields.
At the same time, settings to define the display of a field or a tab in a data record type are defined by the administrator, regardless of whether or not a field is a mandatory field.
If mandatory fields can be found on greyed-out tabs, then these will not be checked when saving. Thus, users can save a data record if the tab contains a mandatory field.
Further special characteristics of mandatory fields
The following functions will only be available to you if your administrator has assigned you the necessary rights. Restrictions apply when mandatory fields are checked in data records. This applies especially when data records are created or changed by services automatically.
It is possible that your company has rules in place for the following cases.
- Mandatory fields are not checked for new appointments set up through invitation management.
- When importing data records, the program does not check whether mandatory fields are filled in.
- The check is performed for mandatory fields of new, separate actions with the exception of mandatory Type or Status fields.
- If mandatory fields are dependent on the field values that are entered in the Type and Status fields, they are always checked when changing a data record.
- Mandatory fields are normally not checked if data in the background is created or changed by CAS genesisWorld through a synchronization.
Mandatory fields are checked through CAS genesisWorld clients. If data records are changed by the Application Server during a synchronization, then users will not be sent hints. Thus, mandatory fields are not checked and any changes made during synchronization are saved.
- Mandatory primary links are also not checked if data records are created or changed by the Application Server.
- Mandatory fields are not checked when replicating. This is why identical defaults are available for mandatory fields in the affected databases.
- Mandatory fields are included in CAS genesisWorld Web and the mobile apps.
- Normally, mandatory fields are not checked if CAS genesisWorld data records have been created by other clients, for example, through Partner Solutions.