{"id":350,"date":"2019-07-24T12:40:41","date_gmt":"2019-07-24T11:40:41","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=350"},"modified":"2024-07-30T08:31:26","modified_gmt":"2024-07-30T07:31:26","slug":"create-compulsory-fields-in-client-matter-extensions","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-compulsory-fields-in-client-matter-extensions\/","title":{"rendered":"Create Compulsory Fields in Client &amp; Matter Extensions"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through creating compulsory fields in your client and matter extensions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Osprey will allow you to set up compulsory fields on client and matter extensions which are designed to ensure that a particular dossier field has been filled in before allowing the user to progress to the next screen. This can be useful for ensuring that all critical data relating to a client or matter has been captured.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">First we will set up a compulsory field. Navigate to the Supervisor area, select the User Design option and then click on View.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"496\" height=\"301\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/07\/image-66.png\" alt=\"\" class=\"wp-image-351\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-66.png 496w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-66-300x182.png 300w\" sizes=\"auto, (max-width: 496px) 100vw, 496px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Change the view type drop down to either Client Extension (Individual or company) or Matter extension, whichever is appropriate.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"262\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/07\/image-67-1024x262.png\" alt=\"\" class=\"wp-image-353\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-67-1024x262.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-67-300x77.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-67-768x196.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-67.png 1157w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right click on the extension you wish to create compulsory fields on and select the option to Link.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tick the compulsory tick box next to the field(s) you wish to be compulsory.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"789\" height=\"207\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/07\/image-68.png\" alt=\"\" class=\"wp-image-354\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-68.png 789w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-68-300x79.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-68-768x201.png 768w\" sizes=\"auto, (max-width: 789px) 100vw, 789px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Save Link Status to keep your changes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you now try to add a client or matter which has an extension with compulsory fields, and you do not fill these fields in, you will be unable to save and will be prompted to complete these fields, as shown in the screenshot below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"210\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2019\/07\/image-69.png\" alt=\"\" class=\"wp-image-355\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-69.png 644w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2019\/07\/image-69-300x98.png 300w\" sizes=\"auto, (max-width: 644px) 100vw, 644px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once all compulsory fields have been completed you will be able to save the new client or matter.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Please note that dossier List fields cannot be made compulsory due to the way they function. A list field will always default to the first entry on the list unless a default value is set, therefore it is seen as being filled. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Osprey Approach will allow you to set up compulsory fields on client and matter extensions which are designed to ensure that a particular filed has been filled in before allowing the user to progress to the next screen.<\/p>\n","protected":false},"author":19,"featured_media":0,"template":"","categories":[189],"tags":[],"class_list":["post-350","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-user-design"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create Compulsory Fields in Client &amp; Matter Extensions - Osprey Approach Customer Support &amp; 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