Navigate to Administration/Application/Features/Data Form Search. Lookup the form you want to update. This needs to be done database by database.
Go to the Field Characteristics tab to make fields required or hidden. Click the chevron next to the field you want to change and edit.
To make interaction category required, the following forms were updated:
- Constituent Group Interaction Add Form
- Interaction Add Form 2
- Interaction Edit Form 3
- Interaction Edit Form 4
- Interaction Edit Form 5
- Interaction Mobile Add Data Form
- Interaction Mobile Edit Data Form
- Interaction or Step Add Form
- Interaction or Step Edit Form
- Interaction without Constituent Add Data Form
- Completed Step Add Form 2
- Step Add Form 2
- Step Edit Form 4
- Step Mobile Add Data Form
- Step Mobile Edit Data Form
- Prospect Plan Add Form
- Prospect Plan Edit Form 2
- Add Prospect Plans Process Add Form
- Add Prospect Plans Process Edit Form
- Add Stewardship Plan Steps Business Process Add Form
- Add Stewardship Plan Steps Business Process Edit Form
- Group or Orgazization Stewardship Plan Step Add Form
- Group or Organization Stewardship Plan Step Edit Form
- Group Stewardship Plan Pending Steps Edit Form
- Organization or Group Stewardship Plan Completed Steps Add Form
- Organization or Group Stewardship Plan Pending Steps Add Form
- Organization Stewardship Plan Pending Steps Edit Form
- Organization Stewardship Plan With Subsidiaries Pending Step
- Stewardship Plan Completed Steps Add Form
- Stewardship Plan Completed Steps Mobile Add Form
- Stewardship Plan Pending Steps Add Form
- Stewardship Plan Step Pending Steps Edit Form
- Stewardship Plan Pending Steps Mobile Add Form
- Stewardship Plan Step Add Form
- Stewardship Plan Step Edit Form
- Stewardship Plan Step Mobile Edit Data Form
- Stewardship Plan Step Update Batch Row Add Form
- Stewardship Plan Step Update Batch Row Commit Edit Form
- Stewardship Plan Step Update Batch Row Edit Form