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Making a Data Item Mandatory (*)


Some input fields in a form may required when a sales quote recipient approves your sales quote. This user guide explains how to make an input field mandatory before a sales quote can be approved. 

To begin, first start by adding a form to a sales quote in the Sales Quote Editor.

Click on the orange + Insert button and then select ‘Add Form’ as shown below.

A new Form Content Block will be added to your sales quote.

Next, hover the mouse pointer over your Form Content Block and click on the green + Insert button, as shown below.

A selection box will now appear as shown below.

This selection box will display the available types of input data fields that can be inserted into a form, these are;

Field Set - used to group a set of input fields together to allow columns of input fields to be configured, and also allow multiple sets of data to be added by the sales quote recipient, e.g. enter the first name, last name, gender of students attending a course, the form would be required to allow multiple students attending.

Content Block - a text block added inside the form to provide instructions for the sales quote recipient when completing a form.

Text - alpha/numeric "text" input field type

Number - numeric values only

Checkbox - a single tick box e.g. "tick here to accept our terms and conditions"

Checkbox Group - a list of options where the sales quote recipient can select more than one option

Select - a drop down list of values where a sales quote recipient can select a value

Text Area - an alpha/numeric input field type that allows more than one line of text, e.g. a comments input field in a form.

Radio - a list of options where the sales quote recipient can only select one value from the list.

Date - date value, with calendar popup

Time - time value - with a time (clock) selector popup

Date and Time - date and time input field with calendar/time selector popup

Address - address input field type

File Upload - file upload feature, that will allow sales quote recipients to attach files to a form they submit when completing a form.

After inserting an input field, the sales consultant can adjust the label of the input field by clicking on the 'Text Label'. Simply overtype the default label that appears with a suitable lable for your input field, for example (as shown below) the text label as been changed to "First Name".

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