Two ways to Require a value for a Field
Required on All Forms - using the Table Setup
Here is an example: When a record is created, we need to enter in the "Name" of the record. In this case, we will mark the field as required on the Table Setup to avoid any blank values from being entered for "Name."
All new Batches will need to have a "Batch Name" set.
Please note: Relationship fields (Link to Parent fields) provide the ability to link a record to another record on a separate table. This field does not display on the Table Setup. Instead, they are found on the Table Relationship tab on the Admin toolbar.
Therefore, to make a relationship field required, it will need to be marked as required on the Form level.
Required on Custom Forms - using the Form Editor
To make a field required on a Form, Create a custom Form. Next, select the small pencil icon that appears while hovering the mouse over that field. In the popup "Field Settings" window that displays, select the checkbox for "Field is Required on this Form".
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:
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 need to each enter data for a record in a systematic, step-by-step process. User 1 may create the record, by entering the "Name" and the "Scheduled Start Date" upon record creation. This would be through setting the Field as Required at the table level.