Set fields as visible and mandatory at the Document level per Role (#14677) New New

Fields inside documents might be set as mandatory and visible, this configuration is available at the role level. Users inside the same company but with distinct functions might have distinct fields that are from his responsibility to set, these fields can be at the Project, Job or Expense Item level.

Fields available to set

Inside the Deliverable

• Classification
• Entry Date
• Estimate Date
• Agreed Date
• Client Contact
• Investment
• Jobs
• History
• Parent

Inside the Project

• Investment
• Classification
• Deliverables
• History

Inside the Expense Item

• Deliverable

Figure 1- Document Member tab

Figure 2 - Documents Types available

Figure 3 - Fields available for choose regarding Deliverables

Figure 4 - Fields available for choose regarding Expense Items

Figure 5 - Fields available for choose regarding Projects

Proposed Tests 

1. Go to the Document Member tab.
2. Set the role.
3. Set the Documents you want to define as visible and mandatory.
4. Enter with a user that has this role.
5. Verify in the document that what has defined is visible or not.