In this article, we will review how to remove the required setting for Matter Data when creating a new Matter.
You may have a required custom data field when creating a new matter, but you're unsure of how to turn this setting off.
You'll need to go to Admin > Matter Types > Select the Matter Type the Custom Matter Data is under > Select "Manage" by Workflow
Now, you will need to select the first step in your Workflow (right side of screen).
Scroll down until you see "Custom Data" and select the data that you want to edit. This will be the data you want to remove the required setting from.
Under General Settings, you will see the option for "Required" (at the very top of the page). Turn this off and hit save.
Now, when you create new Matters, you will still have the option to fill in this Matter Data, but it will no longer be a required field!