Making mandatory items optional

Owned by Paige Wergeland (Unlicensed)
14 Oct 2020
2 min read

This feature requires that the Mandatory Items setting be enabled.

When the Mandatory Items setting is enabled, any new items that are added to checklists will be mandatory by default. This is indicated by an asterisk in the top right corner of the checkbox. If you would prefer, you can make specific items optional instead, which will remove the asterisk from the checkbox.

Even though a checklist item is mandatory, users will not necessarily be required to check it. By itself, “mandatory” status only provides a visual cue. If you truly want to enforce that some items be checked, your administrator needs to set up a workflow condition or validator.

To make a mandatory item optional:

  1. Click on an item in the checklist to open the inline editor.

     

  2. Click the Make Mandatory button to toggle it off.

     

  3. Click Save.

If you need to make the item mandatory again in the future, just click the button again to toggle the item back to mandatory.

SERVER documentation (On Cloud? Go here.)
Have questions? Contact our Service Desk for help anytime.