How can I make a field mandatory or change the ordering of fields on my intake or caregiver forms?

Field-level configuration changes — such as making an input (field) mandatory, reordering fields, or moving a field to a different position on a form — are currently handled by the Bolt HC support team. These changes can apply to fields on patient/case forms (e.g., Add New Case, Edit Case) as well as caregiver forms (e.g., Add New Caregiver, Edit Caregiver).

To request a change:

1. Navigate to the specific form or record page where the field exists (e.g., the Add New Case page or a caregiver profile).

2. Take a screenshot clearly highlighting the field(s) you want modified. Annotate or circle the specific fields.

3. Submit a support request specifying exactly what you need — for example, "Please make the [field name] field mandatory" or "Please move field #10 above field #5 and make it mandatory."

4. Include the URL of the page where the field appears, along with your screenshot.

5. The Bolt support team will apply the configuration change, typically within one business day.

Things to keep in mind:

- You can request multiple fields be made mandatory in a single request.

- You can combine requests (e.g., reorder a field AND make it mandatory at the same time).

- Once a field is set to mandatory, users will be required to fill it in before saving the form.

- These changes apply at the agency level, meaning they will affect all users within your agency.

If you need to reverse a change (e.g., make a mandatory field optional again), submit a follow-up support request in the same way.