Requiring fields in a Dashpivot Web template ensures that critical information is captured by your team whenever forms are filled out. This helps improve data quality, maintain compliance, and avoid missing important entries in your workflows or reports.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Active Dashpivot Web plan
Permission: Access rights to edit the template
Skills Required: Dashpivot
Device Type: Computer (web browser)
Subscription: Dashpivot Web subscription
Step-by-Step Instructions
Open the template editor for the template where you want to make fields required.
Hover over the field you want to mark as required so that the Field Settings appear.
Check the box to mark the field as required.
Save the template changes.
Important behaviour differences by template type
Timeline templates: All required fields must be completed for a form to be saved.
Workflow templates:
Forms can be saved without required fields completed, but approval signatures cannot be signed until required fields above the next signature are filled in.
For the final column only, all required fields must be completed before the form can be saved and the workflow completed.