Dynamic validation

Dynamic validation lets you choose a configuration area and decide which of its fields are mandatory. Use it when the information required from users must differ between configuration areas.

Before you start

Before changing a mandatory setting, check that the feature and editing permission are available. The field list depends on the module and sub-module you select.

Prerequisites

• The mandatory-fields configuration feature is included in your subscription.
• You have edit permission for the configuration area if you need to change or save settings.
• You know which module and sub-module you want to configure.
• You have no unsaved changes from an earlier selection when you start a new configuration task.

If the feature is unavailable, the page shows the subscription-upgrade surface instead of the configuration controls. If you can view the page but cannot edit it, the editor controls are not available. With these conditions in place, open Dynamic validation.

Open Dynamic validation

Open this page to select a module and review its mandatory-field settings.

Prerequisites

• You are signed in to PAMS.
• The Dynamic validation route is available to you.

Steps

1. In the Configuration menu, select Dynamic validation.
2. Confirm that the page shows the Configuration breadcrumb and the Dynamic Validation page label.

Result: The Dynamic validation screen is open with Choose Module visible.

Understand the screen

The screen uses Choose Module for the module choice. A property grid lists the fields returned for the selected module and sub-module. After you choose a module, choose its available sub-module and review the returned fields.

The IsMandatory value is changed from the property-grid row. It is not a separate checkbox. On the initial screen, Choose Module is present; the property rows, IsMandatory values, and Last Modifications area appear after the relevant configuration is loaded.

The initial module choices shown under Choose Module are Tickets, Account, LG, Purchase, and Sales.

Set mandatory fields

Change a field’s mandatory setting and save the configuration.

Prerequisites

• The configuration screen is open.
• You can edit the configuration.
• You know the module and sub-module to change.

Steps

1. Select Choose Module.

2. Select the module you want to configure from the available choices.

3. If Which Sub-Module appears, select the sub-module you want to configure.

4. In the property grid, select the row whose Field value you want to change.

5. Select the row again for each field whose IsMandatory value you want to change.

6. Choose the save route:

   If you need to…	Select
   Keep working on the configuration page	Save
   Save the configuration and leave the page	Save and Close

7. Read the save result.

The save controls are available to editors after the selected configuration changes. They are disabled when there are no changes.

Result: The selected mandatory-field configuration is saved, or Save and Close leaves the page after saving.

Handle configuration branches

The available path changes according to subscription access, edit permission, returned sub-modules, and whether you have changed the selected settings.

Prerequisites

• The Dynamic validation screen is open.
• You know whether you are reviewing, changing, or leaving the selected configuration.

Steps

1. Select Which Sub-Module, a property row, Last Modifications, the close control, or the applicable popup action named in the matching row.

2. When unsaved changes trigger the popup, read the title Leaving Page and the message Do you want to save your changes? Choose one action:

   If you need to…	Select
   Keep the changes	Save
   Leave without saving	Don't Save
   Return to the configuration page	Cancel

Result: You remain on the page, save before leaving, or leave without saving according to the action you selected.

When configuration goes wrong

Use the message text to identify whether the problem occurred while loading a module, loading a sub-module or property list, or saving the configuration.

Prerequisites

• A message is displayed after you select a module, select a sub-module, or save the configuration.

Steps

1. Read the message text.
2. Locate the message and operation in the matching table row.

3. Repeat the affected selection or save action, continue after a successful save, or choose Save, Don't Save, or Cancel, as the matching row directs.

Result: You have identified the message and taken the corresponding loading, save, or save-changes action.

After saving

The saved configuration remains associated with the selected module and sub-module. When the selected configuration has a company record, Last Modifications provides the place to review its audit history.

Prerequisites

• The selected configuration has a company record if you want to review Last Modifications.

Steps

1. Select Last Modifications.
2. Review the audit-history area.
3. Return to Configuration when you need another settings area.

Result: The configuration history area is open, or the configuration area is available for the next settings task.