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! 

For specific instructions, please refer to the lesson: https://learn.thynk.cloud/courses/take/thynk-admins/texts/45850858-how-do-i-make-a-field-mandatory in Thynk University! 👩🏻‍🎓

Make sure that you have signed into the University from Thynk before clicking on the lesson link.

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: