Define General Behaviors for Fields

Setting Required Fields

Select the Required for Save check box to always require the field to contain a value before the Business Object can be saved. If you enable the Show required field identifiers in labels option at the Business Object level, fields marked Always required for save automatically display an asterisk next to the field label control.

Note: This functionality is not available for Related Item Picker fields.

Note: Fields that are conditionally required for save display the asterisk if the condition is met when the form loads, or a change to the form triggers a condition to be re-evaluated.

You can also select the down arrow to expand the section and select another option.

Option	Description
Always required for save	Select to always require the field to contain a value before the Business Object can be saved. This is the same as selecting Required for Save.
Never required for save	Select to never require the field to contain a value before the Business Object can be saved.
Field	Select to use a logical field to determine whether the field is required before the Business Object can be saved. Then, select a field in the drop-down list.
Custom Error	Select to display a custom error message when the field does not contain a value, before the Business Object can be saved. You can use either: A most recently used message from the drop-down list. Stored Expression: Select the ellipsis to open the Expression Manager, and then select an existing stored expression or create a new stored expression. Stored expressions can be reused in numerous places in CSM. Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.
Function	Select to use a System Function to determine whether the field is required before the Business Object can be saved. Then, select a System Function in the drop-down list.
Stored Value	Select to use a stored value to determine whether the field is required. Then, select a most recently used (MRU) stored value in the drop-down list, or select the ellipsis to open the Stored Value Manager, where you can select an existing stored value or create a new one.
Expression	Select to use an expression to determine whether the field is required before the Business Object can be saved. You can use either: Stored Expression: Select the ellipsis to open the Expression Manager, and then select an existing stored expression or create a new stored expression. Stored expressions can be reused in numerous places in CSM. Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.

Setting Read-only Properties

Select the Read-only check box to prevent users from adding data to the field.

You can also select the down arrow to expand the section and define additional read-only options.

Option	Description
Always read-only	Select to make the field always read-only.
Never read-only	Select to prevent the field from ever being read-only.
Field	Select to use a logical field to determine whether the field is read-only. Then, select a field in the drop-down list.
Function	Select to use a System Function to determine whether the field is read-only. Then, select a System Function in the drop-down list.
Stored Value	Select to use a stored value to determine whether the field is read-only. Then, select a most recently used (MRU) stored value in the drop-down list, or select the ellipsis to open the Stored Value Manager, where you can select an existing stored value or create a new one.
Expression	Select this option to use an expression to determine whether the field is read-only. You can use either: Stored Expression: Select the ellipsis to open the Expression Manager, and then select an existing stored expression or create a new stored expression. Stored expressions can be reused in numerous places in CSM. Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.
Property changes based on lifecycle	Select to make the field read-only when the Business Object is in a selected lifecycle state. Then, select a lifecycle state in the drop-down list. Note: Options based on lifecycle state only appear if the Business Object has defined lifecycle states. Important: This field property is only available if your Business Object is associated with a legacy lifecycle. If you are using the Business Object Lifecycle Editor, you can accomplish the same end results by using validation rules and post-transition actions. See Validate a Lifecycle and Add a Post-Transition Action.
Use default setting	Select to use the default options for the selected lifecycle state. Clear the check box to select another option for determining whether the Field is read-only when the Business Object is in the selected lifecycle state. Important: This field property is only available if your Business Object is associated with a legacy lifecycle. If you are using the Business Object Lifecycle Editor, you can accomplish the same end results by using validation rules and post-transition actions. See Validate a Lifecycle and Add a Post-Transition Action.

Setting Default Values

Provide a default value to use as the initial value of the field until a user changes the value.

Select the down arrow to expand the section and select an additional option.

Option	Description
Legal Values	Select Legal Values to open the Quick Selector for the field and select a valid value to use as the default. Note: If the field is validated, Legal Values is activated. Select it to open the Quick Selector for the field and select a valid value.
Value	Select to define your own default value. If the field is validated, Legal Values is activated. Select it to open the Quick Selector for the field and select a valid value to use as the default value.
Function	Select this option to use a System Function to determine the field's default value. Then, select a System Function in the drop-down list.
Stored Value	Select to use a stored value to determine the field's default value. Then, select a most recently used (MRU) stored value in the drop-down list, or select the ellipsis to open the Stored Value Manager, where you can select an existing stored value or create a new one.
Expression	Select this option to use an expression to determine the field's default value. You can use either: Stored Expression: Select the ellipsis to open the Expression Manager, and then select an existing stored expression or create a new stored expression. Stored expressions can be reused in numerous places in CSM. Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.
Property changes based on lifecycle	Select to use the default value when the Business Object is in a selected lifecycle state. Then, select a lifecycle state in the drop-down list. Note: Options based on lifecycle state only appear if the Business Object has defined lifecycle states. Important: This field property is only available if your Business Object is associated with a legacy lifecycle. If you are using the Business Object Lifecycle Editor, you can accomplish the same end results by using validation rules and post-transition actions. See Validate a Lifecycle and Add a Post-Transition Action.
Use default setting	Select to use the (default) options for the selected lifecycle state. Clear the check box to select another option for determining the Field's default value when the Business Object is in the selected lifecycle state. Important: This field property is only available if your Business Object is associated with a legacy lifecycle. If you are using the Business Object Lifecycle Editor, you can accomplish the same end results by using validation rules and post-transition actions. See Validate a Lifecycle and Add a Post-Transition Action.

Setting Calculated Values

Select the Calculated Value check box to use an expression to calculate a value for the field. Then, select the ellipsis to open the Expression Manager, where you can select an existing stored expression or create a new stored expression to calculate the field's value.

You can also select the down arrow to expand the section and select an option for defining a calculated value.

Option	Description
None	Select to not use a calculated value for the field. Selecting this option will clear the Calculated Value box.
Expression	Select this option to use an expression to calculate a value for the field. You can use either: Stored Expression: Select the ellipsis to open the Expression Manager, and then select an existing stored expression or create a new stored expression. Stored expressions can be reused in numerous places in CSM. Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.
Property changes based on lifecycle	Select to have the field's value calculated when the Business Object is in a selected lifecycle state. Then, select a lifecycle state in the drop-down list. Note: Options based on lifecycle state only appear if the Business Object has defined lifecycle states. Important: For CSM 10.2.0 or later versions, use the Business Object Lifecycle Editor to add a lifecycle to a Business Object. See: Open the Lifecycle Editor. Important: This field property is only available if your Business Object is associated with a legacy lifecycle. If you are using the Business Object Lifecycle Editor, you can accomplish the same end results by using validation rules and post-transition actions. See Validate a Lifecycle and Add a Post-Transition Action.
Use default setting	Select to use the (default) options for the selected lifecycle state. Clear the check box to select another option for calculating the Field's value when the Business Object is in the selected lifecycle state. Important: This field property is only available if your Business Object is associated with a legacy lifecycle. If you are using the Business Object Lifecycle Editor, you can accomplish the same end results by using validation rules and post-transition actions. See Validate a Lifecycle and Add a Post-Transition Action.

Setting Values Before Saving

Provide a value in the Value to set before save box to set in the field before the Business Object is saved.

You can also select the down arrow to expand the section and define additional value options.

Option	Description
Legal Values	Select Legal Values to open the Quick Selector for the field and select a valid value to use. Note: If the field is validated, Legal Values is activated. Select it to open the Quick Selector for the field and select a valid value.
Set to blank	Select to clear the field of any values when the Business Object is saved.
Value	Select to define a value to set for the field when the Business Object enters its final state. Then, type a value. Note: If you provided a value in the section heading (next to Value to set before save), this option is automatically selected and the value you provided is displayed here.
Field	Select this option to set the value with another field's value. Then, select a field in the drop-down list.
Function	Select this option to use a System Function to determine the field's value. Then, select a System Function in the drop-down list.
Stored Value	Select to use a stored value to determine the field's value. Then, select a most recently used (MRU) stored value in the drop-down list, or select the ellipsis to open the Stored Value Manager, where you can select an existing stored value or create a new one.
Expression	Select this option to use an expression to determine the field's value. You can use either: Stored Expression: Select the ellipsis to open the Expression Manager, and then select an existing stored expression or create a new stored expression. Stored expressions can be reused in numerous places in CSM. Custom Expression: Select Custom Expression to open the Custom Expression Builder, and then create a custom expression specifically for this scenario.