Make a field required, hidden or conditional

Each field has three switches: whether it is required, whether it is shown at all, and when it is relevant. A tent pole does not need a tent's dimensions; a won quote does not need a closed reason.

Steps

1. Open the module under Settings, its Fields tab, and click the field.
2. Flip Required on to make the screens refuse to save the record without it. It wears a red asterisk everywhere.
3. Flip Shown off to hide it. It leaves the record page, the new-record form, the columns, the filters and the importer.
4. Under Shown when, leave Always, or pick Only when, then a field, how it compares (is, is not, is any of, is none of, is filled in, is empty, contains) and the value.
5. It saves as you change it.

Good to know

• A field the system cannot save a record without (a lead's last name, a quote's contact) is always required. The page says so instead of offering the switch.
• A required field is always shown, and so is the status a list runs on.
• Required by your setting is a rule for people typing. A lead from your website form, a row from an import or a record a rule writes can still leave it empty, so nothing is thrown away.
• Hiding keeps the data. Show the field again and every value is still there. Hidden fields sit under Unused fields on Detail view.
• A field that already has a value is always shown, whatever its Shown when says.
• Some fields come with their own Shown when. Yours replaces it; Back to built-in restores it.