Mark an item as mandatory

Show me how to mark an item as mandatory

You can mark a top-level item as mandatory for the form or section you're working in so that study designers cannot delete it or its nested items when they use the form or section in their study.

1. At the bottom of the Project Explorer, click the Forms and Transactions () button, and expand the InForm folder and the Forms folder, if necessary.
2. Select the form or section with the item you want to mark as mandatory.
3. At the top of the Design tab, click Mandatory Items.
4. Select the item instances you want to make mandatory, and click OK.

   Tip:

   • If the item is used in more than one section on a form, set each instance as mandatory or not mandatory.
   • If the item is used more than one time in a section (as a top-level item and again within a compound item), the mandatory setting only applies to the top-level item instance.