Help Topic: Using Mandatory Fields

This lesson explains how to make fields in TrackerRMS Mandatory

1. To make a standard custom field in Tracker mandatory, click your name on the top right of the screen and select "Tools and Settings".

2. On the left side, select the "Mandatory Fields" option under the customization drop down.

3. Enforce Mandatory Fields:

• If you select Yes, it will require any mandatory field to be filled out before you will be able to save the record. You will be notitifed of which field needs filled out by a red highlight around the field inside the record.
• If you select No, you will be able to save the record with blank mandatory fields.

4. From there you can select which record type you would like to apply mandatory fields for from the dropdown and check the boxes next to the fields you want to make mandatory.