Set Fields as Optional

Fields are automatically set to Required when added to a form. You can change fields to Optional by deselecting the Required setting from the field's configuration in the form.

  1. Navigate to the Program Setup > Custom Forms area.

  2. Find your form and Edit.

  3. Hover over the field and select Edit component from the field's options.

  4. In the Configuration screen, go to the Validation tab.

  5. Deselect the Required checkbox.

    Note: This option is available for the following field types: Checkbox, Currency, Date, File upload, Picklist, Radio buttons, Select boxes, Number, Text, and Text area.

  6. Save the field updates.

  7. Save the form.