In order to change which fields in reference data is required when editing or creating new PITRAM > Equipment / Locations / Personnel / Zones etc. the following steps must be followed:
(This means that if a required field is not populated, a user will not be able to change or create a new entry.)
- Identify which fields need to be changed to required / not required. In this example I am going to demonstrate how to change the "Model" field under PITRAM > Equipment to a required field.
As you can see below, it currently is not required:
- Navigate to (C:)/inetpub/wwwroot/DOME/Configuration/Services/Deployment
Make a copy / backup of the ReferenceData.xml file and open the working version of the file, preferably in text application such as Notepad++.
- Look for the Group Name of the Reference Data that you want to make changes to.
In this instance I am looking for Group Name = "Equipment"
Scroll down and look for the GroupAttribute value that you want to make changes to. In this instance I am looking for GroupAttribute = "Model"
- Change the IsRequired value to the following: <IsRequired>True</IsRequired>
After making the change to the IsRequired field, save and close the ReferenceData.xml file.
- In Portal, navigate to Reference Data > Other Actions > Deploy Reference Data
- Under Pitram > Equipment > Equipment unselect the "Model" field and click "OK"
- Redeploy the "Model" field in Reference Data.
Navigate to Reference Data > Other Actions > Deploy Reference Data
Under Pitram > Equipment > Equipment select the "Model" field and click "OK"
- After Undeploying and redeploying the particular field to which changes were made, the change should be applied.
As can be seen below the "Model" field has an asterisk "*" at the end and the text colour of the field is red, indicating that "Model" is a required field when creating / editing locations.
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