What this does: The Mandatory setting forces a client to complete a specific field/question before the request is deemed completed. If a mandatory field is left empty, the client will see their progress is less than 100% and they will continue to receive reminders per your request set up. Use it on any field where an answer is non-negotiable.

How to make a field mandatory

  1. Open your request in the Request Builder.
  2. Click on the Settings of the field you want to make mandatory.
  3. In the settings panel on the right, toggle Mandatory on.
  4. Save your request.

What clients see

Mandatory fields are marked with a red asterisk (*) so clients know they must be completed. They will not have the option to make the field Not Applicable, and they will continue to receive reminders as the request is not complete.

Tip: Don’t make every field mandatory. Reserve it for information you genuinely cannot proceed without, it reduces friction and makes requests easier for clients to complete.