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How do I make a field start with a value, or required, for a company or a user?

For a whole company use the module’s setting screen, Default Parameters tab (for this module, Organizational Structure Setting). For one user use User Parameter Value. For many users at once use a Parameter Profile.

Screen
The setting screen of the module, User Parameter Value, Parameter Profile
Who
The implementation consultant
Takes effect
On the next new document
Needs first
Nothing

Before you start​

  • Know the screen and the field.

Steps​

  1. Company-wide: open the module’s setting screen, Default Parameters tab, add a line.
    • Pick the screen, the field, the value, and tick Mandatory, Disable or Hidden.
  2. One user: open User Parameter Value for the user and add the same kind of line, with the company.
    • A user line wins over the company’s.
  3. Many users: create a Parameter Profile and add it to each user on the Parameter Profile tab of User.
    • Saving the profile copies its lines to every user who carries it.
  4. Save.

Check it worked​

  • A new document of that screen opens with the value, or the field greyed, required or hidden.

If something looks wrong​

  • The default does not appear on an existing document. Defaults fill new documents only.
  • A user line cannot be changed. It came from a profile; change the profile.