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A required fields column allows you to configure adding items to your board only if specific information is present for the new item. This ensures that all new items created will have specific columns populated, allowing them to be added to your board. 

Welcome to greater control over your boards, and no more missing information- you've got the power! 👑  

What are required columns?

Required columns enable board owners to specify which columns are mandatory when adding a new item. Once set, users can no longer create or update items unless those columns are populated. This ensures that your teams adhere to structured processes and that your boards will always contain the necessary information when adding or editing items. 

Set a required column

To set a column as required, click on the three dots to the right of its name, hover over "Settings," and select "Set column as required" from the dropdown menu. 

When a column has been set to required, a red asterisk will appear to the right of the column name. This way, all users will be able to see which columns on the board are set to required. 

     Available required columns:

Adding a new item

When adding a new item to a board with required columns, an item pop-up card will appear when you click on "+ New item," and you can fill in the information for each column. 

If information is not added to the item pop-up card where the column is required, a red box will appear around it, informing you that the column is required. You will not be able to add the new item until these fields are completed. 

When filling out the item pop-up card, you can choose to view only the required columns on the board to ensure that you have all the necessary information populated to add a new item. At the top of the item pop-up card, use the toggle to "Show only required columns." 

Move or duplicate items

When moving or duplicating items on boards that contain required columns, your item must meet all the required data validations to ensure these actions can be performed.

When moving items to a board that contains required columns, your moved item must contain filled-in columns that align with the required columns on the board.

For example, if you are moving an item from "Board A" to "Board B" (which contains required columns), Board A will need to have the same column types, and the item being moved must contain values in each of those columns.   

In the image below, you can see that Board B contains a Status Column, Numbers Column, and Text Column that have been set to required:

In order to move an item from Board A, the column types must match those set out in Board B, and the item being moved must have values filled out in each of the columns: 

If you attempt to move an item that does not meet the required column conditions, a window will appear asking you to map out the columns. A note will inform you that the item must meet all data validation requirements in order to be moved. 

If your board contains items with missing column values, and a column is set to required after those items were created, you will be unable to duplicate them. The duplicate button will be greyed out, and a note will appear, instructing you to complete the missing values in the required columns to duplicate the item. 

Adding items from elsewhere

A new item can be added to a board in various ways, whether it is triggered by an automation, submitted via a form, or created within a widget. The required data validations will impact how these options function when creating a new item. 

Any automation or integration that triggers item creation may break if a column is set as required by the board owner.

To see your failed automations, click on the automation button in the top right corner of your page and select "History". From here, you will see the status of all your automations. If an automation has failed due to required data validations on a board, the following message will appear: 

You can update the automation to support the required columns by clicking on the recipe and adjusting the fields within the "Item" section of the recipe to ensure that all required fields contain a value. Then, ensure that all columns of the item you are moving have been populated. Once adjusted, your automation will run smoothly!  

When a column is set to required on a board, and a WorkForm is added, certain rules apply to the form's creation.

If WorkForms does not support a column type that has been set to required, you will be prevented from creating a form on that board. However, if a supported column type is set to "required" on the board, the form will display the question as required and cannot be hidden or used in conditional logic.  

If you attempt to convert a column to required on a board that already contains a form, and the question associated with that column is hidden within the form, or is being used in conditional logic, a banner will appear informing you that you could not make that column required as it conflicts with form logic, and the "Set column as required" will fail. 

To make the column required, you will first need to turn the "Hide question" toggle off. Once the question is visible on the form, you may then set the column as required. 

When creating an item within a widget, such as the Calendar, Kanban, or Table Widgets, a pop-up card appears indicating the required fields that must be filled out to add the new item.