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Updating or Adding Required Form Items

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Ensuring that your team fills out all necessary data on forms you created or are in the system can ensure all necessary data is completed.

Below walks you through how to make required fields on forms throughout YouthCenter.

Adding Form Items that are required to complete or close #

Whether you are building new forms or editing “built-in forms”, there are two types of completion steps:

  • “Required-for-form-completion”
  • “Required-for-client completion”
“Required-for-form-completion” description: #

When filling out a form, these items are marked with a blue asterisk.

Although you can save forms without filling out the Required-for-form-completion fields, they won’t be marked as a completed form in the audit checklist until you add the information. The form, however, can be saved without this information.

*Note: In case the information cannot be obtained, a supervisor can override the close check.

“Required-for-client completion” description: #

Any field marked as Required-for-client completion will prevent a standard user from closing a youth without completing the fields.

Client form section showing First Name, Middle Name, and Last Name fields, some marked with a red asterisk for required-for-client-completion fields and one marked with a blue asterisk for a required-for-form-completion field

Creating Required Fields in Built-in Forms #

To require a field to be filled before a form is closed or before a client is closed, open the Administration Menu

Select the Form Admin menu item, followed by Built-in Forms.

Select the form you wish to modify.

Form Administration page under Built-in Forms listing built-in forms such as Client Profile, Client Demographics, and Client Team, with a red box graphic around the Administration menu and Form Admin menu item

Next, select the field you wish to require and select the edit pencil and paper icon.

Form Fields list for the Client Profile built-in form showing Required for form completion and Required for client completion status columns for each field, with a red arrow graphic pointing to the edit pencil icon

Finally, select the “required-for-form-completion” and/or “required-for-client-completion” options you want for your organization and press”Save.”

Edit Form Field screen for a built-in form field showing Label, Is Required For Form Completion, and Is Required For Client Completion options, with a red box graphic around the two required checkboxes

For information on hiding fields in “built-in forms,” see the documentation linked here.

*Note these areas in “built-in forms” will show up on the audit checklist. For more information, see the details shared here.

Best case use is to mark both, so your users can be warned on multiple fronts of important data.

Creating Required Fields in Custom Forms #

To require a field to be filled before a form is closed or a client is closed, open the Administration Menu

Select the Form Admin menu item, followed by Custom Forms.

Form Administration page under Custom Forms showing form categories such as Facility Forms, Case Manager Forms, and Service Plans, with red box graphics around the Administration, Form Admin, and Custom Forms menu items

Select the form you wish to modify from the list OR create a new form.

Custom Forms list showing the Facility Forms category with a sample form, with red arrow graphics pointing to the New Form button and the sample form entry

Choose the “Build” tab

Custom form editor's Settings, Build, and Workflow tab bar, with a red box graphic around the Build tab

Select the “part” you would like to make required (will highlight blue) and choose the corresponding checkbox on the left-hand “property” section that matches your needs.

In the example below, “required for form completion” has been selected, creating the blue asterisk.

Custom form Build tab showing a Number of dogs in the household field with the Required for Form Completion checkbox selected, with a red box graphic around the Required to Save and Required for Form Completion checkboxes and a red arrow graphic pointing to the resulting blue asterisk on the field

In the example below, “required to save” has been selected, creating the red asterisk.

Custom form Build tab showing a Response Date/Time field with the Required to Save checkbox selected, with a red box graphic around the Required to Save checkbox and a red arrow graphic pointing to the resulting red asterisk on the field

Click save when finished updating all required fields.

Note: At this time, there are no reporting capabilities for Custom forms that have NOT completed the requirements.

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