How to Make a Field Mandatory in ServiceNow
In the world of ServiceNow, making a field mandatory is a crucial step in ensuring data integrity and compliance with organizational standards. Whether you are managing a help desk, IT service management, or any other workflow within the ServiceNow platform, enforcing mandatory fields ensures that all necessary information is captured for each record. In this article, we will guide you through the process of making a field mandatory in ServiceNow, step by step.
Step 1: Navigate to the Form Designer
To begin, log in to your ServiceNow instance and navigate to the Form Designer. This is where you can customize the forms that are used to create and edit records in ServiceNow. To access the Form Designer, you can search for “Form Designer” in the ServiceNow Global Search or navigate to “Form Management” under the “Business Rules” category in the navigation menu.
Step 2: Select the Form
Once you are in the Form Designer, you will see a list of forms that are available for your instance. Locate the form that contains the field you want to make mandatory and click on it to open the form editor.
Step 3: Edit the Form
With the form open, you will see a list of fields on the left-hand side. Scroll through the list and find the field you want to make mandatory. Click on the field to select it, and then click on the “Edit” button that appears.
Step 4: Set the Field as Mandatory
In the field editor, you will find various options to customize the field. Look for the “Mandatory” checkbox and ensure that it is checked. This will enforce the field to be filled out before a record can be saved or submitted.
Step 5: Save and Test
After setting the field as mandatory, click on the “Save” button to apply the changes. It is important to test the form to ensure that the mandatory field is working as expected. Try creating a new record and verify that the field is now required to be filled out before you can proceed.
Step 6: Communicate the Changes
Once you have confirmed that the field is mandatory, it is essential to communicate the changes to the relevant stakeholders. This will help them understand the new requirements and ensure a smooth transition to the updated process.
In conclusion, making a field mandatory in ServiceNow is a straightforward process that involves navigating to the Form Designer, selecting the appropriate form, editing the field, and setting the mandatory option. By following these steps, you can ensure that all necessary information is captured for each record, leading to better data integrity and compliance within your ServiceNow instance.
