Making Fields Required, Editable, or Read-Only

As you define the purpose of each form, you will often want to specify whether fields are required (the user must enter information), editable (the user can change the information in the field), or read-only (the user cannot change the information in the field).

If you are using a dynamic data set on the form, the Master Data element can be marked as Editable, Editable (Required), or Read-Only.

Limitations of the Required Property When Used with Document Pickers:

• Non-Workflow BPs: You cannot use Required for Document Picker DEs added to Non-Workflow BP forms.
• Record Edit form: In Workflow BPs, you cannot use Required for Document Picker DEs within the form that is specified as the Record Editor form within the General properties of the BP design.
• Integration Interface form: You cannot use Required for Document Picker DEs within the that is specified as the Integration Interface form.
• Action form on record End Step: If an Action form is specified as the workflow End Step form and you use Required for Document Picker DEs, the Document Picker values cannot be edited.

To specify a field's behavior:

• Select the cell, and then select Editable or Required or Read-Only as appropriate.

  Any field used in a formula must be marked "required;" otherwise, the calculation cannot be performed.