Set required fields

You can set required fields for the ideas stage and the hopper stage. To set required fields for the phases of a methodology, go to Edit methodologies and phases.

Required fields must be complete before an idea can move to the hopper stage or before a project can move to the active stage. If you add required fields to the ideas stage, users cannot submit their ideas for review until all of the required fields are complete. If you add required fields to the hopper stage, then steering committee members cannot start projects until all of the required fields are complete.

Tip

To ensure that users complete the required fields, add the fields to your company's official idea form.

  1. In the web app, click Design. If a sandbox is not available, then create one.
  2. In the sandbox, click Sandbox Workflow.
  3. Under Ideas or Hopper, click Set required fields.
  4. In the Set Required Fields dialog box, choose the expand button , then choose the fields you want to require for the stage.
  5. Click Save.
  6. When you are done making changes in the sandbox and you are satisfied with how they will be applied in the live site, click Publish Changes.

For an example, go to Make a data field required.

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