How do I turn off required fields in Intake Wizard?
- SmartAdvocate Training Team
Required and Visible Intake Wizard fields can be turned on or off from Picklist Maintenance.
Starting in the Admin tab, select Picklist Maintenance.
Once you are in Picklist Maintenance search for “Intake Wizard Configuration”
From here the default required/visible fields can be changed by editing the entry for - Case Groups: All Case Types: All - shown below:
Or you can create a new entry for specific groups/types of cases only to display or require specific fields by selecting Add New Item in the top left.
And selecting what Case Groups and/or Types the settings should apply to, as well as which fields are required and which are visible.
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.