Organization settings

How do I make a custom field required in LOXA?

Enable Required on the field configuration. Records or profiles identify missing required values.

For
Organization owner, Organization admin
Updated
August 9, 2026
LOXA Organization settings screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Organization settings workflow in your LOXA role.
  • Have the data that must be collected ready before you begin.

Step by step

  1. Sign in to LOXA and open Organization settings.

  2. Enable Required on the field configuration

  3. Enter or review the data that must be collected.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that records or profiles identify missing required values.

What should happen

Records or profiles identify missing required values.

Open this workflow in LOXA