Clarity PPM

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Make Role required for Transaction Entry

  • 1.  Make Role required for Transaction Entry

    Posted 04-20-2016 01:03 PM

    Is it possible to make the Role attribute required when you create a Transaction entry?  This field tends to get missed and is required for our transactions.  I have looked under the Admin/ Objects but do not see where I can make the field required.

     

    Transaction_Details_Role_20160420.jpg



  • 2.  Re: Make Role required for Transaction Entry

    Posted 04-22-2016 06:29 PM

    The short answer is that no, this is not a configurable object, especially in an On Demand environment.  In an On Premise environment, you can use a VERY unsupported approach with a database trigger, but it is not recommended.  If you really, really need this, and you have a fair number of manual transaction entries to do (and if that is the case, you should really be looking into an automated feed), you can create a transaction entry object.  That will allow you to make any of the fields required, or with other rules as may be needed.  When the user Submits the entry, a process will run to XOG in the transaction entry...and, if you want the additional sophistication, you could even have that submittal go to a designated person(s) for approval before it is entered into the system.

     

    John  



  • 3.  Re: Make Role required for Transaction Entry

    Posted 04-26-2016 03:54 PM

    But I love triggers!



  • 4.  Re: Make Role required for Transaction Entry

    Posted 05-04-2016 09:06 AM

    Michael,

     

    Can you expand on how would a trigger work for this?



  • 5.  Re: Make Role required for Transaction Entry

    Posted 05-04-2016 09:05 AM

    Thanks for the feedback John!



  • 6.  Re: Make Role required for Transaction Entry

    Posted 05-03-2016 11:42 AM

    If your matrix is using Role to determine cost rates and it is missing from the transaction entry by leaving the rate and cost fields empty AND if the matrix does not have a default / catch-all row, then when you try to save the transaction you should get an error message to indicate you have to manually enter a cost/rate value. 

    ERROR - REVMGR-20242:Cost and/or Rate must be entered. 



  • 7.  Re: Make Role required for Transaction Entry

    Posted 05-04-2016 09:28 AM

    Kathryn,

     

    Thanks for your input.  We use the role to determine cost rates for FTE's, but for contractors we use their ID since each contractor has their own specific rate.  We create transactions for contractors so unfortunately your suggestion to not have a catch all row won't work for us.

     

    It seems like for now it's just a training issue to make sure people remember to select the Role.

     

    Garrett