Require Completion of All Required Fields Before Form Submission
P
Preliminary Crawdad
Could we please make it so forms cannot be submitted unless every field marked as required has been completed?
I’ve had several potential clients submit forms missing key information I need to begin helping them—such as date of birth—even though those fields are labeled as required.
An additional issue, which has been posted several times, is that these incomplete submissions do not generate a notification. That creates a frustrating workflow problem: when I’m on a call with a potential client, I often ask them to complete the form so I can get started right away. If hours pass without a notification, I assume they haven’t submitted it yet—only to later discover the form was sitting there incomplete the entire time.
A few improvements that would make a big difference:
• Prevent submission until all required fields are completed
• Generate notifications for incomplete submissions
• Clearly flag incomplete forms in the dashboard or inbox
This would help avoid delays, reduce missed opportunities, and create a smoother experience for both users and clients.
N
Neon carrot Guppy
I agree with above. Maybe a way to nudge them from the dashboard? Most put in email/phone…..Or still create a trip for incomplete requests and add a flag to it so we know it has an incomplete doc ? I’m finding it hard to keep track of them when it is not on my trips dashboard
I
Imperial red Koala
Perhaps an indication in the form that highlights the missing items or incorrect entry in a yellow or red highlight would be helpful. A lot of times, my client doesn’t know and it’s hard for me to tell which item has the error or is missing.