The intended audience for this article is Agents.
Agents can mark questions required on individual forms and on Form Templates. We recommend taking advantage of the power of form templates to cut down on duplicate effort. If you’re unfamiliar with Form Templates, take a look at our knowledgebase article for more information.
To mark questions required on Form Templates…
Navigate to Tools > Forms Library > Team Templates.
Select an existing template or create a new one.
Mark a single question required by hovering over the question and selecting the asterisk ✳️ button.
Mark two more more questions required by first selecting questions using the checkbox on the top right of a question. Then…
Select Mark Required from the bulk actions menu on the left sidebar.
The next time you add this Form Template to a Risk Profile, the questions will automatically be marked required.
To mark questions required on an individual Form, the only difference in the process is how you navigate to a form: from a Risk Profile, select Forms, then select an existing form or add a new one.
Some caveats
There are a few caveats with required questions to keep in mind…
A question can either be Not Applicable or Required, but not both.
Group and table questions are considered answered if a customer answers any part of the group or table. Agents don't yet have the ability to mark specific parts of a group or table question required.
Checkbox questions are considered answered if one checkbox is answered in the series.
For more information on filling out forms with required questions, take a look at our knowledgebase article.
If you have any questions, reach out to your Custom Success Manager.