Thursday, February 7, 2019

Create New ubsidiary Generates Error Message " Please enter value(s) for: ?????" (where ????? is the name of a field/custom field)

Business Use Case:

1. Creating a new Subsidiary record will automatically create a Lead Record for Anonymous Customer. This anonymous lead record is created as a placeholder for each subsidiary.  This is expected behavior. 

2. If a field, be it a standard field or a custom field (ex. Category, Class etc.) is set as mandatory on the preferred Customer/Lead/Prospect Entry form then when creating a new subsidiary you will receive the message "Please enter value(s) for: ?????" (where ????? is the name of a field/custom field)

Solution:

1. Make sure that the field is not set as mandatory before creating the subsidiary record.

2. Following these steps should allow you to continue with the task of creating a new subsidiary:
-- a. Go to Customization > Forms > Entry Forms
-- b. Click Edit or Customize on the Customer Form that is set as preferred
-- c. Go to Fields tab> Main subtab
-- d. Uncheck the Mandatory checkbox beside any field that has it checked (ex. Category, Class, etc.)
-- f. Repeat step c and D for all other Fields tabs 
-- g. Click Save

3. After doing the above, follow the steps documented in our help for creating a new subsidiary.

4. Once Step 3 is completed reverse the changes made in Step 2 so that the fields are back to being Mandatory

 

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