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Making a Field Mandatory/Required

 

This feature is available in Enterprise and Ultimate editions.

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A "required/mandatory" field is a field that must be completed or selected before the data can be saved.This ensures that all of the necessary information is complete before they move on to the next task. 

Steps

Required fields are enforced on all edits made in the Details view of an asset and when the field is visible in a grid. If the required field is not visible on the grid, the system will allow updates to other fields even if no data exists in the field.

Before making a field required, we recommend that you review any existing data to ensure that all items contain data for the field you are changing.

  1. Select Administration > Display Fields.

  2. Select a project in Manage assets for the selected Project list.

  3. In the Project Workspace area, expand the asset that contains the field(s) you want to change.

  4. Select the Require check box next to each field you want to make required/mandatory.

  • Required field settings apply globally and cannot be configured differently across projects and project workspaces.

  • Some fields are not listed or are grayed out because they are required by the system and cannot be removed.

  • Only members with an Admin Privileges role of "System Admin" can make fields mandatory.

  • Making a field mandatory may impact other areas of the application, such as:

    • Integrations

    • Generating an asset from another asset (e.g. generating a story/backlog item a from request)

    • Changing stories/backlog items to defects and vice versa

    • Excel imports

    • Globally affects all projects

There are other ways to simplify data entry to help ensure that available details are not forgotten:

  • Disable fields that you do not use to remove them from the display and help team members focus on the data fields that are valuable to you.

  • Utilize templates to set values for specific items automatically when they are created.