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Working with fields
Requiring fields when opening ...

Setting required fields

When creating and editing a custom field in ChartHop, you can configure the field to be required.

To set a field to be required, you can either create a custom field or select an eligible existing ChartHop field. Learn more.

Make a Built-in field required

You can modify a ChartHop built-in field to be required when creating and editing jobs.

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To make a built-in field required:

  1. From the left sidebar, select the Settings (gear) menu and select Fields.
  2. On the Fields page, select the ChartHop field you wish to modify.
    • Note that only a subset of built-in fields can be made required. Learn more.
  3. Check Required to create or update job.
  4. Select Save to finish modifying the built-in field.

Make a Custom field required

You can modify a custom field to be required when creating and editing jobs.

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To make a custom field required:

  1. From the left sidebar, select the Settings (gear) menu and select Fields.
  2. On the Fields page, select New field.
  3. In the New field dialog, ensure that you have following settings:
    • Enable Edit Dialog is checked on.
      • This option will ensure that your field will appear in the Custom tab section of your job's profile page.
    • Applies to is set to Jobs.
    • Required to create or update job is checked on.
  4. Complete the configuration of your field.
  5. Select Save when finished.



Updated 15 May 2023
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