Install the Field Validation App in Business Central Cloud

Step 1: Installation from Microsoft AppSource

The first step is to add the app to your Business Central environment.

1. Go to Microsoft AppSource.

2. Search for "Compliance Field Validation" by 2CONTROLWARE.

3. Click on the app and select "Free trial" to install the app directly into your Business Central environment.

Step 2: Registration and License Activation

After installation, you must register the app to activate your 30-day free trial.

1. Open your Business Central environment.

2. Use the search function (Alt+Q) and type "Field Validation Setup". Open the setup page.

3. You will see the license status is "Not Registered". Click the "Register" button in the ribbon.

4. Fill in your company details in the registration form. This is necessary to create your trial license.

5. After saving, the license status will automatically change to "Trial", and your 30-day trial period will begin.

Have you already purchased a license? Once your registration is processed, your license will automatically be updated to "Contract".

Step 3: Basic Configuration (Number Series and Data)

Before you can create validation rules, a few small configuration steps are needed.

1. Set up Number Series: The app needs a number series to assign unique IDs to your validation rules.

   • In the "Field Validation Setup" page, go to the "Table Validation Nos." field.

   • Create a new number series here (e.g., FV with a starting number) and link it.

2. Load Default Data: This is an essential step for the app to function correctly.

   • Click on "Load Default Data" in the ribbon. This imports the basic configuration the app needs.

3. (Optional) Load Demo Data: Want to see how the app works right away?

   • Go to Actions > Other > "Load Demo Data". This will import a set of sample rules that you can review and test.

Step 4: Assign Permissions to Users

The final and most important step is assigning the correct Permission Sets to your users. Without this, the rules will not be applied.

Go to the User Card for the relevant individuals and assign the following sets:

1. 2C FIELDVAL USE: Assign this set to all users in your organization. This permission ensures that the validation rules are actually applied and checked for the user.

2. 2C FIELDVAL MANAGE: Assign this set to the administrators (such as IT or application managers). This permission grants access to the "Field Validation Setup" page and allows them to create, modify, and manage validation rules.

You're All Set!

Congratulations! Your Compliance Field Validation app is now fully installed and configured. You can start creating your first validation rules immediately to improve data quality and compliance within your organization.

Want to know more?

• Visit our product page for more details.

• Dive into our Wiki page for detailed documentation.

• Try the Compliance Field Validation app today via AppSource.