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  • 1.  Making a field mandatory

    Posted 05-24-2024 15:14

    Hello,

    In my maximo UAT environment,  in the Service Request under Labor Reporting in the work order module,  how can I make one field mandatory?  I need to make one of the two fields would be mandatory (i.e. a WO (work order) or a Ticket - only one of these can be mandatory...Would I use Conditional Express Manager?


    #Reporting

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    Gursev Bajwa
    OCWA
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  • 2.  RE: Making a field mandatory

    Posted 05-25-2024 18:13

    Hi @Gursev Bajwa!

    Making a required field is very simple. With the application designer (System Configuration -> Platform Configuration -> Application Designer), open LABREP application and position in the field you want (WONUM or TICKETID), edit it (open control properties windows) and in a part of the window that opens, in the part called "Input Mode" you choose " Required". 

    Now, it is not possible in Maximo to have a condition that is of a type that, if field A is required, then field B is not and vice versa. That is not possible. 

    If you have 2 fields, you can make one field mandatory for some security groups and another field mandatory for other security groups. You can do that, but you cannot evaluate the condition with respect to another field... maybe it can be done, but I don't know how.

    Regards!



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    Martin Fabra
    ARSAT S.A. - Actively seeking employment
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  • 3.  RE: Making a field mandatory

    Posted 06-03-2024 08:44

    Thank You Martin,

    My other to this is that How can I make the mandatory field editable?  For example, if I were to have a field called Location and made it mandatory,  How can I make it so that the field can have data entered into it manually but still have the field mandatory?



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    Gursev Bajwa
    OCWA
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  • 4.  RE: Making a field mandatory

    Posted 06-03-2024 16:02

    Hi Gursev! If you define a mandatory field, it will always be mandatory. Every time you enter the Maximo application, it will require you to upload information in that mandatory field. If there is nothing filled, it will give you an error if you try to save and if there is data, it will allow you to record. What do you want to know? It's not clear to me what you want to do.

    For example, we define the description field (which is text) as mandatory. If there is no text in that field and you try to save, it will give an error. If there is any text, it will allow you to save... it will always verify this because the field is required.

    You can easily try it. What do you want to do?



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    Martin Fabra
    ARSAT S.A. - Actively seeking employment
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  • 5.  RE: Making a field mandatory

    Posted 06-10-2024 21:54

    Hi Gursev,

    I'm confused, seems way too easy, but I don't understand why you are talking about an SR in Labor Reporting and wanting to make one field mandatory either Ticket or Wonum.

    If you use the menu as pictured below from Labor Report, then you will never need to make a field mandatory as it's part of the dialogue.

    If you are using the New Row button, then in the Charge Information section, of course, the two fields are present, but once you have selected the labor the GL Debit Account will be populated (if you are using GL Accounting) which means that once you have completed the GL you can save without a reference to either a ticket of work order.  You cannot make either field dynamically mandatory as there is no other reference data to make that happen.  Instead, you would need to do an automation script on the LABTRANS object that checks to see if either is populated and if none, then throw an error.

    You've also asked how can you make a mandatory field editable.  The data is usually editable until saved in Labtrans, but once saved AND the record is marked as approved, then Maximo locks down the record from further edits.  If you make a mistake, you have to do a new enter to either reverse or add extra.  Now, if the record is not approved, the most of the fields (including mandatory) will be editable.

    I hope that provides you the answer you're looking for 



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    Craig Kokay
    Principal Consultant
    COSOL

    email: craig.kokay@cosol.global
    #IBMChampion
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