Required fields in a custom form

Add required fields to custom forms

Custom forms let you collect important information, with some fields optional and others required.

This article explains how to make specific fields mandatory—such as an eSignature or Accept/Decline checkbox—to ensure you capture the data you need.

Any field in a form can be configured to be Required. The system won't allow the form to be submitted without the Required field getting filled out.

You can have more than one Required field in a form. When you Export form submissions, data includes When the form was Submitted and most recently Updated.

Custom forms are supported for Clients and dependents (ex. pets). You can configure any field to be Required. For this article we'll be adding two fields (eSignatures, Accept/Decline checkbox). To get started, go to Clients > Forms:

For the eSignature we will use a Text field and a Checkbox field for the Accept/Decline question

Once you click on the 'Text (one line)' button you can configure the field. This field is required for clients only.

Once you add the Checkbox and click on 'Save Field' you need to save the custom form by clicking 'Save Field Order' at the bottom of the pate.

When the form is getting filled out, the Required fields will be marked by *.

Enforcing. A form without all the Required fields filled out cannot be submitted. The Required field will get highlighted to make it easier to find it and fill it out.

When you update a form with a new requirement - like a new Required field, or an existing field that is now Required, looking at a client's profile will allow you to see if there's missing information.