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About Required Fields

A document is saved in Proliance when you click Save or perform a workflow action. Before saving a document, Proliance requires you to complete certain fields and alerts you if any required fields are not completed. Required fields are marked with an asterisk and may also be highlighted.

Proliance has predefined required fields for each document. You can also select additional required fields for each state of a document subtype according to your business needs. To learn how to do this, see "Field Level Security for a Workflow State" in the Proliance Local Admin on-line help.

When changing the state of a document, if you are unsure which fields are required, you can select the "Set up for" option under the Workflow button. Proliance updates the screen to show the required fields in that resulting state. For more information, see "Setting Up a Document for a State".

Note:

When Proliance alerts you that information for required fields is missing, it may be referring to a page other than the currently displayed page. For example, if you click Save on the Properties page, Proliance can alert you to missing information on the Main page. You must then return to the Main page to complete the required field.