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Mandatory and optional fields

Typically a field is accessible in two user interfaces (Organize Space and the client tools) and through the WebServices API.

For client tools (e.g. Publication Manager) and for Organize Space, mandatory fields are set in the MetadataConfig.xml file located on the server. You make a field mandatory by adding the <mandatory /> element in </ishfrmfield>. The setting is valid when synchronisation of the adapted file(s) has occurred.

For the database: When using the API, most projects also want a database check on mandatory fields. To check your current settings, go to the server (remote desktop) and start the Powershell script C:\InfoShare\App\Database\InfoshareCM\Common\DatabaseIndependent\Examples\Full-Export\FullExport.ps1. The result is an HTML page where you can look for the fields name in the section Custom Fields. If the column Mandatory indicates Yes, a TriDKXmlSetup script can or should be created to remove this database setting.