Yes, you can make any form optional, excluding any form that is required by law for employment (i.e., Form I-9, W-4, or W-9).
A form can be made optional when it is created, or edited to be optional after it has been created.
Let's dive in.
First, click into the “Onboarding” screen from the Navigation bar at the top of the screen.
Once there, you will go to the sidebar on the left side of the screen and select “Forms”.
On the forms page, you can either select an existing form or create a new form. The ability to make the form optional will be the same in both cases.
Let's look at a new form to see how and where to make the form optional.
First, click “New Form” at the top of the page.
Once in the new form, fill out the important information and sections.
Once you've filled out the form name, body, etc., scroll down to the section titled Submissions.
In that section, you will see the options that you have for the form. In these options, you will see a checkbox labeled “Optional Form”. This is how you can make your form optional.
Once the form is complete, click 'Submit', and your form will be built or updated.
You can confirm that the form is optional via the forms overview. Will you see that there is a column for Optional? If there is a check mark in that column, the form has been successfully made optional.
As mentioned at the beginning of that article, these are the same steps you would take when editing a form.
There you have it. You have successfully set a form to optional!