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Make a custom field "Required"

Making a custom field required helps enforce your processes and ensures data integrity for the entire project.

Overview

The ability to customize forms by adding custom fields in ProjectTeam.com is a core need for many organizations. When adding new fields, you can mark a field "Required" to make sure data in the field is filled in before users save a record.

Once a field is marked required, any users that have read/write access to the field will be required to enter a valid value before saving. The save button on forms will not become enabled until all required fields are completed. However, users that have no access or read-only access to the field will be able to save the form without entering a value, because they cannot access the field to add data.

 

Field types that you can make Required

Field types that you can make required:

  • Account Code
  • Cost Period
  • Date
  • Email
  • Number
  • Number (Auto Number)
  • Number (Currency)
  • Phone Number
  • Picklist
  • Picklist (Multi-Select)
  • Project Directory (Business)
  • Project Directory (Contact)
  • Text (Multiline)
  • Text (Single Line)
  • Text (Multiline Rich Format)
  • URL

Field types that you can not yet make required:

  • Checkbox
  • Collection (Although you can set columns of a collection as required)
  • Collection (Reference)
  • Picklist (Cascading)

Make a custom field "Required"

Note: Editing the properties of a form type is only available to Project Administrators. You can only mark custom fields "required" if they were created by your company. You cannot change system fields or fields created by other companies. 

  1. Navigate to the form properties of a form type: from Project Administration, click Customize Forms, then select the form type you want to edit. 
  2. Find the custom field you want to make required, click the dropdown arrow at the end of its row, then choose Edit. (Or click the New button to create a new custom field.) 
  3. In edit mode of the custom field, check the Required? checkbox. Then click Save to save your changes. Checked means the field will be required for all forms going forward. Unchecked means the field will not be required on forms.
  4. Once a field is marked required, you will see a check under the Required column when viewing all fields of the form type.

Make a column on a collection "Required"

In addition to top-level fields of a form, project administrators can also mark columns of a collection required. 

  1. Navigate to the form properties of a form type: from Project Administration, click Customize Forms, then select the form type you want to edit.
  2. Find the custom collection and click View Columns to view all columns. Then find the column you want to make required, click the dropdown arrow at the end of its row, and choose Edit. (Or click the New button to create a new custom field.) 
  3. In edit mode of the collection column, check the Required? checkbox. Then click Save to save your changes.
  4. Once a field is marked required, you will see a check under the Required column when viewing all fields of the form type.