Purpose
Within the Form Schema page, you can define which fields are essential for submission. This feature allows users to set the required fields of a Form Schema, ensuring that all necessary information is captured efficiently. Utilizing the Required Fields feature improves data integrity and helps maintain a high standard of quality across operations.
What can you do with it?
The goal of the Required Fields function is to ensure that users fill in all critical data fields before moving forward. By allowing users to set required fields of a Form Schema, you can customize forms to meet specific compliance needs, minimize errors, and facilitate streamlined operations. This empowers your team to focus on decision-making with complete and accurate information.
How is it done?
Navigate to the Form Schema Page
Access the Form Schema section from the main navigation menu.
Select a Form Schema
Click on the desired form schema to open its configuration options.
Identify Required Fields
Within the form details, locate the section labeled Required Fields.
Set Required Fields
Use the Select option to choose which fields must be filled for form completion.
Ensure each selected field aligns with your operational and compliance needs.
Save Changes
After making selections, click Save to apply changes to the form schema.
Review and Test
Review the form in its entirety to verify that all necessary fields are now marked as required.
Conduct a test submission to confirm the required fields function as intended.
Important Considerations
Ensure that required fields are truly essential for form submission to prevent unnecessary form fill errors.
Communicate changes to the form schema to all stakeholders to maintain awareness and understanding.
Best Practices
Regularly review and update required fields to align with evolving business needs and regulatory requirements.
Engage with team members to understand their form usage needs, ensuring the required fields align with their workflows.
Utilize clear and straightforward field labels to aid users in understanding what information is being requested.