To set defaults for your form and the degree to which required fields are enforced:
- On the Defaults tab of the Form Wizard, click Allow Creation of New Items if you want to enable users to create new items with the form.
This activates the New button on the Forms module toolbar.
In order for New Items to be created in the form, the form's first tab must contain both an Item Name and Item Parent components. Alternatively, you can define a Default Home Portfolio in this wizard step instead of an Item Parent component. For more information on tab components, refer to Inserting Tab Components.
- Below the Allow Creation of New Items checkbox, specify which types of new objects users can create with the form: New Candidates, New Items, New Portfolios of Items, or New Portfolios of Portfolios.
- From the Default Home Portfolio list, select a portfolio.
- Under When a Tab has been modified, Required Fields..., specify how required fields are enforced:
- Must be completed on all Tabs: The user must fill out all of the required fields on all of the tabs of the form. With this option selected, users who enter data in any tab must fill out all required fields in all the tabs before saving the form.
- Must be completed on modified Tabs only: The user must fill out all of the required fields on any of the tabs that have been modified. With this option selected, users who enter data in a tab must fill out all required fields that tab before saving the form.
- Are not enforced: With this option selected, the user is only advised to complete required fields but can save the form without completing them. If required fields are not completed, the system will display a message, but the form can still be saved.
- To remove default values that may be assigned to the form, click Remove. For more information on default values, refer to Assigning Default Values.