To create a mandatory field for the transaction, go to Fields > Transaction fields > Add field. In the pop-up window, set the field type and choose whether you want it to be required all the time, or dependent on the transaction status.
To edit or remove mandatory fields, navigate to Fields > Transaction fields. Locate the specific field you wish to modify, and click on it. In the settings dialog, you can change whether the field is required by toggling the requirement option or modifying its dependency on transaction status.
Before changing field requirements, evaluate your workflow needs and ensure the changes align with your operational requirements. After making edits, it's recommended to test a new transaction to verify the changes work as intended.
After creation, the created field will now appear under the Additional fields tab anytime a user creates a transaction.
The agent won't be able to proceed without filling the mandatory fields highlighted in red.