Fields and Tables

Fields are where you enter information on a record, such as the First name field when you add a constituent record. System fields are those that come out-of-the-box versus custom fields or fields created with the API. From Control Panel, Fields and tables admins can specify which system fields in the web view are required on records. For example, the Title field is not required out-of-the-box, but you can make it required to ensure a title is entered for each constituent.

Note: In Control panel, Security, admins create settings roles to assign permissions to fields and tables. For more information, see Roles.

Under Control Panel, Fields and tables, you can view details about each field that can be required in web view including name, whether it's required, and the type of record it appears on. To filter the list by field characteristics, select Filters .

Fields that don't appear on this list can't be made required in web view, even if they're marked as required in database view.

You can edit a system field to make it required or optional.

Note: Making a field required in web view does not make the field required in database view. Likewise, making a field required in database view does not make the field required in web view.

  1. Under Control Panel, Fields and tables, select Edit from the menu for the field you want to edit.

  2. To make the system field required, check Required?. When a field is required, a user must enter a value to save the record.

    To make the system field optional, clear Required?.

  3. Select Save.

    Note: When you change whether a field is required, it can take a few minutes for the change to take effect.