How do I add mandatory fields to an assessment?

When collecting information from your clients, mandatory fields can be really useful in ensuring that you gather all of the information you need to.

When creating or editing a form using the form builder, the following fields can be defined as mandatory:

Text
Paragraph
Single Choice
Multiple Choice
Options List
Date
Smart fields

When creating a new form, you'll see a Mandatory option for all of the above field types:



To ensure this field is completed before a form is saved, simply tick the box before clicking Finish Editing:



You'll also be able to edit any of your current custom assessment forms to include mandatory fields. To define an existing field as mandatory, open the form template and click on the Edit Field icon, where you'll then see the Mandatory option:



If you edit any current assessment forms to include mandatory fields, remember to Publish & Exit once you've made your changes, to ensure they are made live! Clicking Exit after making changes won't publish them for use with your clients

When completing an assessment within WriteUpp for one of your clients, you'll see mandatory fields indicated by a small * icon to the right of the field name, and see a prompt on screen if these fields aren't completed:



Clients completing online smart forms will also see a prompt on screen if they save a form without completing one or more mandatory fields. All mandatory fields must be completed before the form can be saved:



This will help you to gather the relevant details and ensures that clients cannot submit the form in error online without completing all required fields.

You'll also see a similar prompt if you're using the WriteUpp app:



Remember you can edit any of our pre-built assessment forms to customise these to your practice! Just follow the steps here

Updated on: 30/08/2022