How to make Resource Plan field mandatory in Time Sheet portal

Talya
Tera Contributor

Hi All,

 

When we add Time Card to Time sheet , there is Resource Plan field as shown in below screenshot. I want to make it as mandatory field. I have made it mandatory for Form view. But I do not know how to do it for Time sheet portal.  Please help.

 

Talya_0-1674240186096.png

 

 

Thanks,

Talya

 

1 ACCEPTED SOLUTION

VARUN37
Tera Expert

Hi @Talya ,

 

You can create a Data Policy on Time card table to making that field mandatory. As normal UI policy wont work with Time sheet portal. I tried creating one and have attached the screenshots, let me know if you are struck somewhere.

 

Table name - Time Card 

VARUN37_0-1676533814328.png

VARUN37_1-1676533917830.png

 

Thanks,

Varun.

View solution in original post

8 REPLIES 8

Hi @Mark Angelo Pae  this was my final Data Policy and it does not allow submission of the time card if the rate type field is empty. Not sure if this is what you were looking for.

 

PaulaaO_0-1699964553281.png

 

thanks for sharing @PaulaaO - this helped me as well. 

Hi @VARUN37 

 

I had created a data policy to make a field mandatory in time sheet portal. Its working fine in Time Sheet Portal but its effects in Native UI time cards even i uncheck the UI Policy on Client. Did you face this issue same?

Captain Gaming
Tera Contributor

Hi All,
what is the impact of no resource plan selected in a timecard. Currently, the Resource Plan field is not mandatory when submitting time cards on the Time Sheet Portal. Please check if there is an impact on actual costs if the Resource Plan is attached or not to the time cards.