Making a Field Mandatory/Optional in a Form

You can specify that a field in a form must be completed by the user. The field can be always required, or include a condition when it is required (the field is optional if the condition isn't met).

1. Open the form you want to edit - see Access a Form for Configuration.

2. Note which fields are currently mandatory in the form - they have an asterisk next to their name:

   

3. Select the field you want to make mandatory/optional in Selected Fields.
4. In the configuration window for the field, enable (mandatory) or disable (optional) the Required field as required.

5. [Optional] If you chose Required, add a condition under which the field is required. You can create the condition based on the value of one of your custom fields.

   This option applies to forms used in the partner portal only. It isn't available for forms used in Unifyr One Admin.

   Click Add Condition to configure the rule for the condition. Use the drop down menus to detail the logic of the rule In this example, the Communications Requested field is required if the value of Decision Maker is Yes.

   You can choose any of these as the basis of the condition:

   • Core and custom fields of a select type (select, multiselect, radio, checkbox)
   • Partner Group (for all portal forms)
   • Supplier User Roles (for all Unifyr One Admin forms)

   

   [Optional] Click Add Condition again to add a new rule and make a group with the first one. They're joined with an AND operator - meaning that all the rules in a group must match for the condition to resolve to True.

   [Optional] Use Add Group to create another group of rules, separated from the first group with an OR operator - either group must match completely for the condition to resolve to true.

   If you don't add a condition, the field is always required when Required is enabled.

6. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.