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Small and medium business | Business Central, N...
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Mandatory Fields

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Posted on by 192
Hello,
 

I would like to configure certain fields as mandatory on the Customer, Vendor, and Item cards in Business Central.

I came across the "Configuration Template" feature—could this be used to enforce mandatory fields? I’ve been testing it, but I keep encountering errors. My goal is to ensure that specific fields must be filled in before the card can be closed or saved. In other words, I want to prevent records from being created if any of the required fields are left blank.

To work around this, I tried setting a default value like <>'' to avoid blank entries. However, when I create a new customer and close the page, the system still creates the customer with <>'' as the name. I also tried using a default like "CANNOT BE BLANK", but it still allows the creation of a customer with a blank name.

Additionally, I tested a few third-party apps, but they all allow saving the customer even when mandatory fields are empty. I do receive an error message, but if I close the card or Business Central, the customer is still created with blank fields.

Is there a recommended way to enforce mandatory fields at the card level, or perhaps a better approach than what I’ve tried?

 
 
 
 
Thanks,
 
I have the same question (0)
  • Sagar Dangar, MCP Profile Picture
    783 Super User 2025 Season 2 on at
    Mandatory Fields
    Hi,
     
    As mentioned by teddy, there is no standard way to make fields mandatory, you required business central developer to customize it though AL development.
  • Suggested answer
    YUN ZHU Profile Picture
    91,851 Super User 2025 Season 2 on at
    Mandatory Fields
    Hi, hope the following helps.
    Dynamics 365 Business Central: How to make a field mandatory
    Dynamics 365 Business Central: The red asterisk next to a field (mandatory field???)
     
    Thanks.
    ZHU
  • Suggested answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    14,138 Super User 2025 Season 2 on at
    Mandatory Fields
    Unfortunately, there is no standard functionality to set mandatory fields.
    You need to customise it.
  • Suggested answer
    Gerardo Rentería García Profile Picture
    23,554 Most Valuable Professional on at
  • RichardCor Profile Picture
    12 on at
    Mandatory Fields
    Hi There!

    Here is the description from Microsoft regarding configuration templates.

    Set Up Company Configuration Packages - Business Central | Microsoft Learn:

    To facilitate the import of master data, such as customer and vendor information, you can use configuration templates. Configuration templates contain a set of default settings that are automatically assigned to the records imported into Business Central. Configuration templates are an alternative to the cloud migration tools that you can use to migrate customer data from supported products.
     
    Meaning the intended use of "Configuration Template" is to help with importing data into BC which is qualified and then written to the designated table.
     
    Setting a rule like, "It is mandatory that this field has data before saving." would not be handled by this feature. There are applications available through the extension marketplace within BC to allow users to define Mandatory fields. 
     
    A popular solution is available by Hougaard called Simple Object Designer which allows you to do the following:
    • Create new fields on any table
    • Place new and existing fields anywhere on any page
    • Place new and existing fields on report layouts
    • Define mandatory fields to have specific values before users can execute actions (menu options)
    • Transfer fields between tables
    • Expose tables and fields as APIs endpoints
    • Create new tables - template-based development
       

      The app is designed for you to support requests like:

    • "I need a new field ..........now!!"
    • "Can you put <.....> on both the list and the card
    • "I need a new field on both the sales order and the posted invoice"
    • "I need to add a field to a printed report"
    • "We need table <....> in PowerBI, but there's no API for it?"
    Hopefully this is helpful!
  • Suggested answer
    Gavin Profile Picture
    2,502 on at
    Mandatory Fields
    Hi,
     
    To my knowledge there are no mandatory fields for master data in Business Central other than the "No." field which is the primary key of the table.
     
    You then have "required" fields, such as the posting groups, which must be filled in to use that master data in a transaction. (however you can still save the master data without entering this)
     
    There are third party tools you can use such as this one although I have no experience of it.
     
     
    I suspect you could also customise BC yourself to accommodate this.
     
    I hope this helps.
     
    Thanks
    Gavin
     
     

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