With Optimizely Content Marketing Platform (CMP), you can make asset fields mandatory in the Library and in tasks so users know which fields are required.
Turn on mandatory fields
Library
- Go to your avatar > Fields.
- Click More (...) > Edit beside the label you want to edit, such as Content Format.
- Go to Advanced Settings.
- Select the box for Library Asset Upload.
- Click Update.
This setting applies only to assets in the Library.
Workflows and tasks
- Go to your avatar > Workflows.
- Click More (...) > Edit beside the workflow you want to edit.
- Go to the Fields tab.
- Add your fields.
Click More (...) to see options:
- Asset Fields only – Only show the fields for the asset within a task, rather than show the fields at the task-level.
- Mandatory – Make the field required to complete the task.
If you use both options together, users must complete the asset fields before completing the task.
- Click Save.
When users upload an asset to a task in the workflow, they see the required fields.
If a user tries to complete the task before filling in the required fields, an error message displays that they must complete those fields.
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