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    Mandatory Fields Configuration

    Translatable
    You can configure mandatory fields that must be filled in when when entering user information. You can configure different mandatory fields for internal users of type Public, Staff or Contact. External users, such as those supplied via SIS integration, do not enforce mandatory fields.

    Configuring Public User Mandatory Fields

    To configure public user mandatory fields, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    You can configure mandatory (required) fields for public users in the Public User Mandatory Fields Code Table page (Administration > User Management Configuration > Configuration Menu > Mandatory Fields > Public). For more information about code tables, see Code Tables.
    Public User Mandatory Fields Page
    You can add, edit, or remove mandatory fields. Note, however, that first name, last name, email address, address, and primary identifier are always mandatory fields, even if they do not appear in this list. Select the field to add/edit from the Code drop-down. You must enter a Description for each field. Click Save when you are done making changes on this page.

    Configuring Staff User Mandatory Fields

    To configure user mandatory fields, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    You can configure mandatory certain staff user mandatory fields, meaning mandatory (required) fields that must be entered when configuring staff users on the Staff User Mandatory Fields page (Administration > User Management Configuration > Configuration Menu > Mandatory Fields > Public). For more information about code tables, see Code Tables.
    Staff User Mandatory Fields Page
    You can add, edit, or remove mandatory fields. Note, however, that first name, last name, email address, and primary identifier are always mandatory fields, even if they do not appear in this list. Select the field to add/edit from the Code drop-down. You must enter a Description for each field. Click Save when you are done making changes on this page.

    Configuring Contact User Mandatory Fields

    To configure user mandatory fields, you must have one of the following roles:
    • User Administrator
    • General System Administrator
    You can configure certain contact mandatory fields, meaning mandatory (required) fields for external contact users, on the Contact User Mandatory Fields Code Table page (Administration > User Management Configuration > Configuration Menu > Mandatory Fields > External Contacts). For more information about code tables, see Code Tables.
    Contact User Mandatory Fields Page
    You can add, edit, or remove mandatory fields. Note, however, that first name, last name, phone, and primary identifier are always mandatory fields, even if they do not appear in this list. Select the field to add/edit from the Code drop-down. You must enter a Description for each field. Click Save when you are done making changes on this page.
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