{"id":1962,"date":"2024-02-28T05:33:33","date_gmt":"2024-02-28T05:33:33","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=1962"},"modified":"2024-07-17T10:41:00","modified_gmt":"2024-07-17T10:41:00","slug":"adding-validation-without-utilizing-code-files","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2024\/02\/28\/adding-validation-without-utilizing-code-files\/","title":{"rendered":"Adding Validation Without Utilizing Code Files"},"content":{"rendered":"\n<p>In Acumatica, we can implement mandatory, default, and disable validations using the Acumatica editor without writing a code. The platform&#8217;s low-code functionality enables users to effortlessly add these validations based on specific requirements for any screens. All that&#8217;s required is to define the logic needed to meet the desired criteria.<\/p>\n\n\n\n<p>In this blog, we will guide you on adding certain validations using only the editor in <a href=\"https:\/\/www.greytrix.com\/acumatica\/\">Acumatica,<\/a> showcasing standard functionality based on the use of the editor.<\/p>\n\n\n\n<p>Let&#8217;s use the Project screen as an example to implement these validations. The following are the simple steps to achieve this:<\/p>\n\n\n\n<p><strong>Step 1:<\/strong><\/p>\n\n\n\n<p>Open the Customization Screen (SM204505).<\/p>\n\n\n\n<p>Click on the &#8220;Add&#8221; button add the project name click on the Save, publish the project.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/1-9.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/1-9.png\" alt=\"1\"><\/a><\/center>\n\n\n\n<p>Open the Customization Project Editor, add a screen, split the screen name, click on a field, click on &#8216;Add &gt; select the DAC &gt; choose the field &gt; click &#8216;Add and close\u2019.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/MicrosoftTeams-image-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/MicrosoftTeams-image-1.png\" alt=\"MicrosoftTeams-image\"><\/a><\/center>\n\n\n\n<p>Added active condition &gt; click condition &gt; click on (+) &gt; add condition name &gt; select field &gt; add value &gt; click Ok.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/3-3.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/3-3.png\" alt=\"3e\"><\/a><\/center>\n\n\n\n<p>In this example, using the active status condition, added five fields and applied validation conditions:<\/p>\n\n\n\n<p>Set &#8216;Disable&#8217; to true for Revenue Budget Level fields. Also, disabled the Description field if the project has an active status using the &#8216;Disable&#8217; column.<\/p>\n\n\n\n<p>Set the default value for the Retainage Mode using the &#8216;Default&#8217; column.<\/p>\n\n\n\n<p>Made Template as mandatory based on the field conditions using the &#8216;Required&#8217; column. Additionally, added mandatory validation for the Project Manager field based on the active status condition.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/4-3.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/4-3.png\" alt=\"4\"><\/a><\/center>\n\n\n\n<p>This is the output: the template field is mandatory, the Retainage Mode has a default value, and the Revenue Budget Level field is disabled.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/5-5.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/5-5.png\" alt=\"5\"><\/a><\/center>\n\n\n\n<p>When I click the &#8216;Active&#8217; action, the Project Manager field displays an error for being mandatory and the description field becomes disabled.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/MicrosoftTeams-image-3.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/MicrosoftTeams-image-3.png\" alt=\"MicrosoftTeams-image\"><\/a><\/center>\n\n\n\n<p><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/MicrosoftTeams-image-6.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2024\/02\/MicrosoftTeams-image-6.png\" alt=\"MicrosoftTeams-image\"><\/a><\/center>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Acumatica, we can implement mandatory, default, and disable validations using the Acumatica editor without writing a code. The platform&#8217;s low-code functionality enables users to effortlessly add these validations based on specific requirements for any screens. All that&#8217;s required is to define the logic needed to meet the desired criteria. In this blog, we will\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2024\/02\/28\/adding-validation-without-utilizing-code-files\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":2392,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146,15,3,130,14],"tags":[16,147],"class_list":["post-1962","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-acumatica","category-acumatica-customization","category-acumatica-erp","category-acumatica-product","category-acumatica-services","tag-acumatica-erp","tag-customization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding Validation Without Utilizing Code Files<\/title>\n<meta name=\"description\" content=\"This blog simplifies the logic for mandatory, 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