Making the fields in OXP giving forms required

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Ronit Segal 3
Ronit Segal 3 ✭
Fifth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello,


I am trying to use the giving forms to help capture constituent bio updates like address, phone and email.

I don't see an option to make those fields required. Is there a way to do so?
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  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Hi Ronit Segal‍ - Address fields are required by default on OLX forms, as BBMS needs the address to authenticate and charge the donor's card; additionally, Email is also required by default. The Phone field can be marked as required by following these steps: 
    1. Go to OLX and locate the form you want to update. 
    2. Click Edit. 
    3. Go to tab Extras (#2). 
    4. Scroll down to the Do you want to include additional fields?
    5. Next to Phone check the box under Require. 
    6. Save and Close the donation form. 
  • Ronit Segal 3
    Ronit Segal 3 ✭
    Fifth Anniversary First Reply

    Austen Brown:

    Hi Ronit Segal‍ - Address fields are required by default on OLX forms, as BBMS needs the address to authenticate and charge the donor's card; additionally, Email is also required by default. The Phone field can be marked as required by following these steps: 

    1. Go to OLX and locate the form you want to update. 
    2. Click Edit. 
    3. Go to tab Extras (#2). 
    4. Scroll down to the Do you want to include additional fields?
    5. Next to Phone check the box under Require. 
    6. Save and Close the donation form. 

     

    Thank you for the quick response. I may have used the wrong word. I am wondering if there is a way to mark the aforementioned fields as mandatory?

     

  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic
    Yes, if you mark the Phone as required, it will be mandatory in order to submit a donation.  As Email and Address are already required to submit a donation, they are mandatory as well. 

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