Learning Objectives

At the end of this lesson you will know …. 

1. As Thynk Admin, how to make a field mandatory

2. How to change a mandatory field to not mandatory

Making Fields Mandatory 

As Thynk Admin, you will be performing specific tasks that users cannot do. This is of course to ensure that users aren’t inadvertently changing the system, the page layouts etc.  One of the tasks you, as Admin, can perform is to make certain fields on the screens mandatory. As you know, if a field is mandatory you will see a red * next to it. 

Please make sure that you are getting your leadership's approval and don’t just make fields mandatory or not mandatory based on users requests! 

To make a field mandatory, follow these steps: 

1. There are two ways of making a field mandatory. 

2. Open the account, contact, or booking (wherever the field is located) and click on the edit /pencil.  Once you are in ‘edit’ mode, you can see the red * on the mandatory fields.  

3. Go to Setup and click on ‘Edit Object’, if you see this option. This will allow you to go to the field on that page that’s still open immediately. If you don’t see this option for ‘Edit Object’, go to Step 8 below. 

4. Now, look to the right side of the field you need to change, click on the spanner icon for ‘properties’.

5. Click on the ‘required’ check box, and click on ‘Ok’.

6. You will now see the red * on the field. Click on ‘Quick Save’ to save and stay on this page, or ‘Save’ to save and leave the ‘page layout’ section of setup.

7. Now, you can go back to the account/contact or whichever object the field was on and check when you click on the ‘edit’ to confirm the red * .

8. The second method is just to go to Setup, and click on the tab ‘Object Manager’.

9. If this is a field in the account, click on ‘Account’ or you can use the Quick Find search bar to enter the object name (e.g. Booking, or Contact, etc.). 

10. Click on the section called ‘Page Layout’. 

11. In the next screen find the field you’re needing to make mandatory.

12. On the right of that field, click on the spanner icon for ‘properties’.

13. Click on the ‘required’ check box, and click on ‘Ok’

14. You will now see the red * on the field. Click on ‘Quick Save’ to save and stay on this page, or ‘Save’ to save and leave the ‘page layout’ section of setup.

15. You can go back to the account/contact or whichever object the field was on and check when you click on the ‘edit’ to confirm the red * 

How to Remove the ‘Mandatory’ Restriction on a Field

In some rare cases, your director may ask you to change a mandatory field to make it not mandatory anymore.  You basically do the same as above but just remove the check in the ‘Required’ checkbox: 

1. Go to Setup>  ‘Object Manager’ tab.

2. Click on the object, in this case ‘Account’

3. Click on the section called ‘Page Layout’. In the next screen find the field you’re needing to make mandatory.

4. On the right of that field, click on the spanner icon for ‘properties’, and remove the check in the ‘Required’ checkbox. And ‘Save’.

Best Practices for Making Fields Mandatory

• You must make sure that your Director of Sales or Catering has approved the change.  You shouldn’t make changes in Setup without director approval. 

• If you are making a change to a field in the Account object, you must select the ‘Thynk Account’ page layout: