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How to Make Fields Required on a Form

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Two ways to Require a value for a Field

Administrators can require users to enter information when a record is created or modified. There are two ways to make a field required:
 
  1. A field can be marked as required in the Table Editor. Any new record must contain a value in this field upon creation.
  2. Fields can be marked as required, or conditionally required, on a specific form. Because custom forms can be assigned to different users through Roles, this allows each user to enter the information relevant to their stage of the workflow.

 

Required on All Forms - using the Table Editor

For example: when a record is created, users need to enter the "First Name" of the record. In this case, mark the "First Name" field as required in the Table Editor to ensure it is never left blank.

 

To make a field required in the Table Setup, edit the table that contains the data and select the "Field is Required" checkbox.

 

Required on Custom Forms - using the Form Editor

For example: after a record is created, an employee who handles a specific product needs to enter an "Actual Start Time." This field can be marked as required on a specific form, and that form can be assigned to the appropriate user so they always edit records using it.


To make a field required on a form, create a custom form and hover over the field you want to require. Click the pencil icon that appears, then in the "Field Settings" popup, navigate to the Mark Required" tab. 

From here, you can choose whether you want the field to always be required, only required when it is shown due to a show/hide rule on the Form, or only be conditionally required when a specific condition has been met.



When editing an existing record, or using this Form to create a new record, an error will display if the user has not filled in the necessary information:

required field error.png

Please note: Relationship fields can only be marked as required on the Form level, and not at the table level.  
 

 

A Workflow Example

Making certain fields required can be incredibly helpful for workflow. Several users may each need to enter data for a record in a systematic, step-by-step process. User 1 may create the record by entering the "Name" and "Scheduled Start Date" upon record creation, set at the table level.

 
Next, using Filtered Views based on the "Scheduled Start Date," the record appears in the work queue for User 2. Once they enter the "Actual Start Time" — required only on their specific form — the record moves to a new queue for User 3, who is managing work in progress. User 3 then enters the "Actual Finish Time" displayed on their custom form. Each user works with a form tailored to their role, ensuring they enter only the information relevant to their part of the workflow.
 
 
 

Conditionally Required Fields on a Form

Conditionally required fields let you require a field on a form only when specific conditions are met. Follow the steps below to configure them on a custom form.

Step 1: Edit a Form.

Step 2: In the form editor, click on the pencil icon next to the field you wish to make conditionally required.

Step 3: Navigate to the "Mark Required" tab

Step 4: Select the conditions you wish to be met in order for the field to be required on the Form. 



Conditionally Required Fields Behavior in Views

If a field is or becomes required based on certain conditions being met, an asterisk (*) will appear inline in the cell. If a user attempts to inline-edit a conditionally required field, they may edit the value in the field, but they CANNOT remove /null out the value in the field. If they attempt to delete the value from the required field a message will appear preventing them from removing the value.

 

What CANNOT be marked as required or conditionally required on a Form?

  • Multi-Select widgets
  • Location fields (except when using Location at Creation*)
  • Triggered and Calculated fields

 

Related Articles

How to Create a Form

How to Use Form Show / Hide Rules

How to Assign Default Values

 

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