If there are parts of your checklist that you must have filled out, to allow you to ensure you have captured all the critical information in your workflow, you can create required fields.
Any form fields that are made required fields, are mandatory for the person working on the checklist to complete, before they can move onto the next task.
Users: In order to add required fields, you must be an Administrator or a Member who has been given ‘can edit’ permission by your Administrator.
How to make required fields
To make a form field required you must be inside the template editor. First head to the template you’d like to create required fields in.
Access this by clicking the cog next the template’s name in your home screen or folder, then select “Edit this template” from the right-hand menu.
Next, select the task that you would like to add a required field to by clicking on it or drag and drop it into place in the center of your screen.
Check the box at the bottom left of the field to make it required. You can also make all Subtasks required by checking the box “Required (All sub-tasks)”.
Note: All Form Fields except for the ‘Hidden’ field can be made required by checking the ‘Required’ checkbox underneath each field.
Required fields in action
When you save changes to your template and run a new checklist, you will see the required fields in action.
If you try to complete a task without first completing all required fields, you will see a warning message appear at the top of your screen.
The task containing the missed required fields, and the fields themselves, will be highlighted in red so that you can easily see what needs to be done.
As soon as you have filled out the required form fields, you can complete the task.
Required Fields and Stop Tasks
If your checklist contains tasks with required fields before the stop task, the stop task will be disabled until all required fields have been completed.
This is great for ensuring certain information is submitted before a checklist can continue.
If you try to complete the task with the Stop Task on it, before all the required fields in the preceding task have been completed, you will see warning messages. The task with the incomplete required fields is highlighted in red, as is the form field you need to complete.
Learn more about editing templates.