The following table details the Sources field as well as their functionality and impact on users.
Each of these settings can be found by following this path in CMO:
- Log in as an Admin.
- From the home screen, click Admin.
- Click Business Rules from the side bar menu.
- Click your company name.
- You will automatically land on the Business Rules Settings page.
- From here, click the Fields tab in the top left corner of the page.
- Navigate to the Sources section of the page.
The table below describes setting options for the Sources section on the Business Rules - Fields page.
When checked, the Area field will display in the Source record.
Note: Areas can be configured in the Areas menu found at the top of the Source landing page.
|Source Expiry Mandatory||When checked, the Source Expiry Date field will be *required when the Set Expiry option is checked.|
|Enable Source Renewal||When checked, the Requires Renewal check box appears under the Source Date field in a Source record. If Requires Renewal box is checked, the Renewal Date fields display.|
|Role / Job Title||When checked, a user can filter the Responsible field by role or job title using the drop down menu.|
|Responsible Person Mandatory||When checked, the Responsible Person field is *required.|
|Source Type Mandatory||When checked, the Source Type field is *required.|
|Source Action Category||Use this drop-down menu to select a Source Action category. This allows the category of an Action to have a unique category.|