Making checklist fields required — possible?

Our compliance team requires that certain safety attestations be completed before a technician can close out a work order. We are evaluating FieldPulse for field operations in a regulated environment.

I have reviewed the checklist template creation interface and do not see an option to designate specific fields as mandatory. It is worth noting that from a governance perspective, we cannot rely on voluntary completion — the system must enforce this at the data entry level.

Is this capability available, or is it on the product roadmap? If not currently supported, what workarounds have other organizations implemented to ensure audit-ready documentation?

Parents
  • Hi Fatima, great question! Yes, you can make checklist fields required. Here's how:
    1. Go to Settings > Forms & Checklists > Checklist Templates
    2. Edit your template or create a new one
    3. Click the field you want to require
    4. Check the box labeled "Make this field required"
    5. Save the template

    When a technician tries to complete or close the work order, FieldPulse will block submission until all required fields are filled. This validation happens on both mobile and web.

    For your audit use case, you may also want to enable audit logging to capture when checklists are submitted and by whom.

Reply
  • Hi Fatima, great question! Yes, you can make checklist fields required. Here's how:
    1. Go to Settings > Forms & Checklists > Checklist Templates
    2. Edit your template or create a new one
    3. Click the field you want to require
    4. Check the box labeled "Make this field required"
    5. Save the template

    When a technician tries to complete or close the work order, FieldPulse will block submission until all required fields are filled. This validation happens on both mobile and web.

    For your audit use case, you may also want to enable audit logging to capture when checklists are submitted and by whom.

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