What
This article will explain how to make existing fields in Mercury mandatory.
NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.
Where
Home > Config > Configuration
How
In this example we will use field called Title which appears in a Contact record. We will walk through the steps to make it a mandatory field.
1. We must first obtain the Logical Name of the field whose properties we wish to change.
2. To do this, please refer to KA-01542 which is a knowledge article containing a set of Mercury schema details.
3. Use the selector at the top of KA-01542 to jump to the Contact schema, which is ordered by Display Name, and then scroll or use Ctr+F to find the Display Name of Title.
4. You will subsequently find that the Logical Name of Title is recruit_title.
5. We can now go back to the Mercury homepage and locate the Support menu in the bottom left pane, and navigate to the Configuration tab:
6. Locate the Mandatory Configuration entry as seen below:
7. Click on that Mandatory Configuration entry. Add the Logical Name that you identified above for the Title field into the Value - String field as shown below:
8. To enter more fields that you wish to make mandatory, you will need to input a comma between each entity name - e.g. recruit_title,recruit_fullname.
9. Click Save and Close.
IMPORTANT NOTE: Users will need to clear their web browser cache for the changes to take effect.
10. Now when navigating to a Contact record, the Title field will now be mandatory - see below:
Additional information
The above actions can be completed by clicking on the correct configuration. Below is a list of configurations that System Administrators are able to change in order to make specific fields mandatory. Please remember that you will always need to obtain the Logical Name for the field that you wish to become mandatory:
MANDATORY_FIELDS.CRIMSON_PLACEMENT - to make fields mandatory on a Placement.
MANDATORY_FIELDS.CUSTOMERADDRESS - to make fields mandatory on Customer addresses.
MANDATORY_FIELDS.ACCOUNT - to make fields mandatory on a Client contact entity.
AGREEMENT_MANDATORY_ON_PLACEMENT - to make the Agreement mandatory on a Placement form (changing the value-boolean field to Yes will invoke the mandatory property for this form).
AGREEMENT_MANDATORY_ON_VACANCY - to make the Agreement mandatory on a Vacancy record (changing the value-boolean field to Yes will invoke the mandatory property on this form).
MANDATORY_FIELDS.CRIMON_VACANCY - to make fields mandatory on a Vacancy form.
Authored by Shaan Rafaq - Application Support Analyst @ Mercury