Marking Form Items as Required

Form builders can mark items as required for document creators to complete. The Submit to Staff Member button, or Submit to Evaluator for reflection documents, remains grayed out until all required responses are complete and any response changes have finished saving. After submission, the button displays Submitted. The Sign button remains disabled until the evaluator submits the document and completes all required responses, with any changes saved.

Any items marked as required on existing forms only apply to new documents that evaluators create. Document creators will not have any required responses applied retroactively to documents they have already assigned to staff.

Note: For forms that already have documents, the system disables the Required toggle when either electronic signatures are enabled or the setting for Prevent changes to the document after it's submitted is selected. Turn off theses settings in Advanced Options () before changing an item’s required status.

Quick Guide

Select Settings () in Strive’s main menu.
Select Form Management.
Under My Forms, build a new form or select an existing form.
Add items to the form or review existing items to edit.
Toggle on Required for any of the following items:
- Goal
- Text Response
- Matrix Response
- Selected Response
- Dropdown Selected Response

Illustrated Guide

Step 1: Select Settings () in Strive’s main menu.

Step 2: Select Form Management.

Step 3: Under My Forms, build a new form or select an existing form.

Form management interface displaying various reflection forms and options to build new forms.

Step 4: Add items to the form or review existing items to edit.

An evaluation form with items to edit and more items to add.

Step 5: Toggle on Required for any of the following items:

Goal
Text Response
Matrix Response
Selected Response
Dropdown Selected Response

Note: Marking a Text Response item as required prevents the form builder from assigning it to a second party, namely the staff member. Conversely, assigning the Text Response to a second party prevents the form builder from making the item required.

Text response item that is marked Required for a document creator to complete.

As the document creator fills out the document, they can see any required items marked with a red asterisk (*).

Document for a walkthrough with required responses.