Set a Field as Required

When you set a field as required, users won't be able to save a record until the field's value is entered. You can set a dynamic form's field to be required in all layouts or in a particular layout, but the Required property for a dynamic table applies to all layouts and can only be set from the Fields tab.

  • To edit a field's Required property for all layouts (dynamic forms and tables):
    1. In the layout's Fields tab, select the field you want to work with.
    2. Edit the field's Required property in the Properties pane.


      Fields that are marked as required show as Suggested Fields when you're building a layout to emphasize that they might be important or relevant to include in your layout:
      Description of suggested-fields.png follows
      Description of the illustration suggested-fields.png

  • To edit a field's Required property in a particular layout (only for dynamic forms):
    1. In the dynamic form's Rule Set editor, open the layout and select the field in the center pane.
    2. Edit the field's Required property in the Properties pane.


      If the field's Required property was set in the Fields editor to apply to all layouts, you would see a warning as shown here:
      Description of required-inalayout-warning.png follows
      Description of the illustration required-inalayout-warning.png

      The Required property might not be editable if you select a field that has a template applied to it. You would need to remove the template to edit the property in the layout.