Set Minimum Required Items

Set minimum required items for profile sections—such as References, Education, Experience, or Contacts—to ensure candidates or clients provide a specific number of entries before they can submit their application. When a minimum number of items is configured, the system displays a requirement message (for example: “Please list at least 2 references”) and prevents submission until the required number of items has been added. This ensures that essential information is always provided and helps maintain complete, high-quality profiles across your agency. This documentation will guide you through setting minimum item requirements for different sections of the application form.

For demonstration purposes, this guide uses the candidate user type to show how to set minimum required items for different sections. However, the same steps apply to the client user type as well.

Let’s get started

Step 1: Log in to your agent dashboard, then navigate to More > Application & Profile Builder, as shown in the screenshot below.

Step 2: Locate the section for which you want to set the minimum required items, and click the Gear icon associated with that section in the Actions column.

For demonstration purposes, we selected the Reference section.

Step 3: Scroll down to the Select minimum number of items field, and select the minimum number of items you require for the Reference section from the dropdown.

Step 4: Click the Save button to confirm the changes.

Step 5: Navigate to Candidates from the top navigation bar.

Step 6: Select any candidate from the list to view their details.

Step 7: Within the Profile tab, access the References section, where the minimum required items you configured are displayed.

The following video is from a previous interface but the information is still accurate.

If this video doesn't answer your questions you can always contact us by clicking here.