Usage Example

Usage example: Mandatory Fields on customers

Use this example to see how Mandatory Fields works when you create or edit a customer record in Microsoft Dynamics 365 Business Central.

Before you begin

• The Mandatory Fields extension must be installed.
• A Mandatory Fields setup must exist for the Customer table.

Step 1: Create a Mandatory Fields setup

1. Select Search (Alt+Q) in the upper-right corner.

2. Search for Mandatory Fields Setup List, and then choose the related link.

3. Open an existing Mandatory Fields setup, or create a new one.

In this example, the setup applies to the Customer table and requires the following fields:

• Customer Posting Group
• Gen. Bus. Posting Group
• Payment Terms Code
• VAT Registration No.

Step 2: See Mandatory Fields in action

1. Close the setup page.
2. Go to the Customer list, and then open a customer card.
3. Edit any field on the customer card.
4. A banner appears at the top of the page showing which mandatory fields are still missing.

Result

• Users can continue working with the record.
• The banner remains visible until all required fields are filled in.