Creating mandatory fields

Mandatory fields can be configured for your dropdown, text, date, checkbox, number and monetary fields to save time entering your matter details. Mandatory fields cannot be set for sequence attributes as these are already populated on creation.

Note setting a field to mandatory when it also has a default value will cause the field not to prompt to be filled.

1. Click on Settings, then click on Custom fields
2. In the Field management workspace, click on  to create a new field group
3. Type the name of the field group in New field group and click save
   The selected field group will be highlighted in orange
4. Scroll down to the Fields workspace, click on  to add a new custom field and type the field name
5. Select the type of data to be used in the custom field from the dropdown options; number, text, date, list or true/false toggle
6. Tick the checkbox next to Is this field mandatory? to enable
7. Under When is this field required? select the tick the checkbox next to when you want the field to prompt users to fill
   (Users will not be able to progress unless the field is entered)
   
   
   
   
8. Click on  to change the privacy setting
   When privacy is turned off, parties external to the project invited to collaborate on the project can view this field. You can choose between Read-only and Editable – click to change between the two settings
9. Click Save to save the field, this will apply the change to projects created from that moment on
10. To apply the change to existing projects, click the synchronise button , next to the field group. Once projects are synced the button will change to green.