Fields and Field Characteristics

When you edit a data form, you can make changes to the fields on the form from the Fields and the Field Characteristics tabs on the data form record.

To search for a data form, from the Features page, select Data form search under Features.

Once you access the data form you want to edit, you can make selections about fields on the form. On the Field Characteristics tab, you can edit a field to hide it or make it required or not required. From the field you want to edit, select Edit. The Edit Field Characteristics screen appears.

On this screen, you can select whether you want to hide the field or make it required and save your preferences.

Note: While you can uncheck the Required checkbox to make fields optional, sometimes the business logic of a particular form that uses that field can override your selection, so that certain fields remain required in certain forms even when you do not make them required on this screen. If you hide a required field, when users try to save the form they receive an error indicating they failed to complete a required field.