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Required Fields

Program #: 1843

Module: System Administration

Overview

IBS sets some fields as required fields for SBN. You can change some optional fields in SBN to required fields for your company. Use Required Fields (program #1843) to change optional fields to required fields.

To access this program, select Required Fields (program #1843) from the main menu of SBN.

Note: On the Cycle Fees tab (program #548), the Inhibit Date fields have entries on the Required Fields screen so that you can control who has the ability to set or change them.

Note: In the Service Log, the field css_reqtext_arr can be made required for each user. This field is found in Program #1843 under de_sv_req (Service Requests).

The Required Fields Window

The following graphic shows Required Fields as the program opens. The upper pane displays the list of windows in which you can change optional fields to required fields.

Field/Column Descriptions

The following table describes the fields and columns used in Required Fields.

Field/Column	Description
Name	System name for the window.
Description	Descriptive name of the window.
Screen	System name for the window.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Zooming into the Sublevel

Required Fields (program #1843) contains a sublevel in which you can view the details and change the required status of the fields of the selected window.

The Required Fields Tab

Required Fields tab displays the fields included in the selected window.

Column Descriptions

The following table describes the columns used in the Required Fields tab.

Field/Column	Description
Company
System Required	If this column displays an X, IBS has set this as a system-level required field for SBN.
Company Required	If this column displays an X, IBS has set this as a system-level required field for your company.
User Required	If this column displays an X, your company has set this as a required field.
Required Message/Action	If this column displays an X: SBN displays a message telling user to complete the field. The userâ€™s action profile must contain a specified action to override the message.
Warning Message/Action	If this column displays an X: SBN displays a warning that the user must complete the field. The userâ€™s action profile must contain a specified action to override the warning.
User Change Required	If this column displays an X, IBS has enabled the Toggle for changing the User Required setting. IBS sets this feature.
Attribute	If this column displays an X, the user may change the Description field. IBS sets this feature.
Protect if Filled/Action	If this column displays an X: SBN protects the field when it displays data. The userâ€™s action profile must contain a specified action to override the Protect if Filled function.
Hide if Filled/Action	If this column displays an X: SBN hides the field when it displays data. The userâ€™s action profile must contain a specified action to override the Hide if Filled function.
Hide if Filled (CC)	If this field is checked and the means of payment is a credit card, then the value in this field displays as ********. Note: New 'Hide if filled (CC)' field can be checked for any field, not just cc # types.
Change/Action	If this column displays an X: SBN warns the user that the field information has changed. The userâ€™s action profile must contain a specified action to override the warning.
Field Name	SBN name for the field.
Hidden / Action	If the Hidden check box is selected, you will no longer be able to see or use the related field, and the corresponding action is disabled. This feature doesn't apply to check boxes in a grid.
Description	Descriptive name of the field.
Default	This column displays the default defined for the selected field. Note: SBN applies default values to fields only, not to grid columns.
Protect / Action	If this column displays an X: SBN protects the field from updates. The userâ€™s action profile must contain a specified action to override the protection of the blank field.
Dealer ID	Dealer ID for whom the field is required.

Field Descriptions

The following table describes the fields used in the Required Fields tab.

Note: Some of these fields require you to type an associated action number. Make sure you use an action number lower than 300, as those over 300 refer to menu commands. For more information, see Action Profiles in System Administration.

Field/Column	Description
Field Name	SBN name for the field.
Secondary Field	SBN name for the second field, if applicable.
Index	Used for arrays to check one of multiple entries.
Size Field	Size of the array.
Type	IBS personnel may enter a check mark in this field to require users to complete both Name fields. If this field is blank, SBN only requires one Name field.
System Required	IBS personnel may enter a check mark in this field to set the selected field as a system-level required field for SBN.
Company Required	IBS personnel may enter a check mark in this field to set the selected field as a system-level required field for company. Note: If this is checked when selecting the ba_personnel_main screen, then the Mobile M1 field in Personnel (program #1811) must be filled.
User Required	Enter a check mark in this field to set the selected field as a required field for your company.
User Change Req	IBS personnel may enter a check mark in this field to enable the Toggle for changing the User Required setting of the field.
Required Message	Provides a message that prompts the user to complete the field. To set up a required message, you must type the message number.
Action	Enables certain groups of users that have this action enabled to ignore/override the required message. To set up this action, you must type the related action number.
Protect if Filled	Protects the field when the field contains data.
Action	Indicates the associated action number that overrides the Protect if Filled feature.
Attribute	IBS personnel may enter a check mark in this field to enable users to change the Description field.
Warning Message	Provides a message that warns the user to complete the field. To set up a warning message, you must type the message number.
Action	Enables certain groups of users that have this action enabled to ignore/override the warning message. To set up this action, you must type the related action number.
Hide if Filled	Hides the field when it displays data.
Action	Indicates the associated action number that overrides the Protect if Filled feature.
Warning on Change	Provides a message that warns the user that the field information has changed. To set up a warning message, you must type the message number.
Action	Enables certain groups of users that have this action enabled to ignore/override the warning message. To set up this action, you must type the related action number.
Dealer	The selected field is required for the Dealer ID in this field if it matches the user's dealer.
Protect	Enter a check mark in this box to protect the field from being updated.
Action	Enables certain groups of users that have this action enabled to override the protected field.
Description	Descriptive name of the field.
Default	You may type a default for the selected field. To create a default for a check box, type an X. Note: SBN applies default values to fields only, not to grid columns.

Changing the Details of a Required Field

Use the following steps to change the details of a required field

1. In Required Fields (program #1843), select the window that contains the field for which you want to change details.

2. Choose Zoom in/out of sublevel.

â€° SBN opens the Required Fields tab below the main window.

3. In the Required Fields tab, select the field that you want to change.

4. If you want to change only the User Required setting, choose Toggle.

â€° SBN performs one of the following actions:

l If the User Required column displays an X, SBN removes the X.

l If the User Required column is blank, SBN inserts an X.

5. To change other fields, choose Change Record.

â€° Fields in the lower pane of the tab open.

6. Complete the fields.

7. Choose Save.

Copying a Required Field

Use the following steps to copy a required field.

1. In Required Fields tab, select the field you want to copy.

2. Choose Copy.

â€° A dialog box opens prompting you to choose a dealer.

3. Select a dealer ID from the dialog box drop-down menu, and choose OK.

â€° Copied field displays in the grid with the assigned dealer ID.

Function Button Descriptions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Get	ALT+F1	1843/ 1	Get record.
	Change	F2	1843/ 2	Change selected record.
	New	F3	1843/ 3	Create new record.
	Delete	SHIFT+F10	1843/ 4	Delete selected record.
	Undelete	ALT+F10	1843/ 5	Restore deleted record.
	Print	CTRL+F8	1843/ 6	Print selected records.
	Previous	F4	1843/ 7	Select last record.
	Next	F5	1843/ 8	Select next record.
	Toggle	ALT+F3	1843/15	Change only the User Required setting.
	Translate	ALT+F4	1843/16	Copy details of selected field, assigning new Company number to associate with the copied information.
	Set Cmpy	ALT+F5	1843/17	Set company to associate with selected field.
	Delete Line	shift+F11	1843/23	Delete selected line. (Only deletes records with a dealer assigned.)
	Copy	shift+F3	1843/22	Copy current record.
	Zoom	F10	1843/ 999	Zoom in/out of sublevel.
	Tear	F7	1843/ 999	Display selected source description.

Modifications and Updates to Required Fields

The following table lists modifications and updates to the Required Fields document.

Mod Number	Date	Description
n/a0	8/25/14	Images updated.
07.82.24021, 07.82.24017	04/07/15	Added notice about the Company Required checkbox.
08.88.11244, 07.88.25650, 07.88.25668, 08.88.11257	02/05/18	The "callout_log" form now has On/Off Site Date, On/Off Site Time and Pricelist Group as required fields.

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Overview