Learn how to remove the None option from selected fields on the Customer Portal.
To set the Remove None configuration:
For the Remove None feature to work, the selected fields must be set on the request form as optional. To make a field optional, go to Project settings and use the Request types configuration.
The None option is removed from the selected fields. Also, the label "(optional)" on the related request forms is removed.
For the fields with removed None option, by accessing the request form the users automatically see the first option from the top as selected.
This automatic first-option selection applies only to fields without a parent field. If the field is a dependent (child) field revealed by another field’s value, no option is preselected automatically so the user must manually select a value for the child field, and any further dependent fields will only appear once that value is set.
By default, by adding a custom field to the particular request type, when accessing the Customer Portal, you’ll see the None option on the request form.
If you’ve used the Remove None functionality in the General settings of the app, the None option isn’t displayed on the request form visible to the Customer Portal users.
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