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.

You must complete all required fields before you can submit an idea to the steering committee 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 the required fields are complete. If you add required fields to the hopper stage, then steering committee members cannot start projects until all 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, select Design. If a sandbox is not available, then create one.
  2. In the sandbox, select Workflow.
  3. Under Ideas or Hopper, select Set required fields.
  4. Select the expand button , then choose the fields you want to require for the stage.
  5. Select Save.
  6. When you finish your changes in the sandbox and you are satisfied with how they will be applied in the live site, select Publish Changes.

Example of requiring a data field before users can submit an idea

Make Benefit Type a data field that users must complete before they can submit an idea for review.

Note

To prevent this example from affecting the live site, discard any changes before you exit the sandbox.

  1. Choose the field to require.
    1. In the sandbox, select Workflow.
    2. Under Ideas select Set required fields.
    3. Select the expand button , then select Benefit Type.
  2. Add the required field to the idea form.
    1. In the sandbox, select Templates.
    2. Under Management Forms, select the edit button next to the idea form.
    3. In the sandbox template editor, insert a Drop Down control and label it Benefit Type. For more information on form controls, go to Insert form controls.
    4. Connect the control to the data field called Benefit Type, then select OK in each dialog box. For more information on form controls, go to Insert form controls.
    5. To make sure the user is aware that the new field is required, provide instruction, include an asterisk, format it with color, or provide some other visual indicator on the form.
  3. Save the template.
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