Make a Field Required

Ensure important data is gathered by making a field required.

You can require information to be entered or a value other than the default be selected in a field by configuring it to be required on the Add and Submit pages or during the Task operation.

Set a Field to be Required on the Add or Submit Pages

1. Login as Admin and click on the Admin icon.
2. Click on the Fields link.
3. Click on the Edit button to the left of the field.
4. Set the option "Required for Add & Submit" to "Yes" and click OK.

Make a Field Required During the Task Operation

1. Login as Admin and click on the Admin icon.
2. Click on the Workflows link.
3. In the pulldown at the top select the desired workflow.
4. Locate the States section and click on the Manage link to the right.
5. Click on the state that contains the transition you wish to modify, then click on the Transitions button.
6. Click on the Task Fields button to the left of the desired transition.
7. Click on the field to be changed, then click on the Edit button.
8. Set Input Type to be "Required", then use the information in the Task Field Properties Help section to set any related options.
9. Click on the Update button to save the changes.