Allow agents to report their progress and fill-up few details
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03-03-2025 07:37 AM
Hi,
We have a requirement in which user submits a request through record producer and it will go through multiple people reviews. Everytime user completes their review they need to fill-up few fields.
Example, If agent completes review he should fill up few mandatory fields and sent it to next user review and based on the role he/she will do the work and fill-up required fields.
Is there a better approach for this we are thing of showing the form section and make fields mandatory based on the review. But I would like to know if there is any approach like agent works on different form and fill out details and those details will be captured to the main form. The users should see the main record data and attachments.
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03-06-2025 03:20 AM
@Subhash8 wrote:Hi,
We have a requirement in which user submits a request through record producer and it will go through multiple people reviews. Everytime user completes their review they need to fill-up few fields.
Example, If agent completes review he should fill up few mandatory fields and sent it to next user review and based on the role he/she will do the work and fill-up required fields.
Is there a better approach for this we are thing of showing the form section and make fields mandatory based on the review. But I would like to know if there is any approach like agent works on different form and fill out details and those details will be captured to the main form. The users should see the main record data and attachments.
One effective method is using a unified form with role-based sections. The main form can dynamically display or hide sections based on the user's role, ensuring that each reviewer only sees the fields relevant to their tasks. UI Policies can enforce mandatory fields based on the review stage, ensuring all required information is entered before progressing.
Another approach is to use sequential task assignments. Creating separate child tasks for each review phase allows each reviewer to work on a tailored form while keeping the main record updated. These tasks should be linked to the main record, maintaining a parent-child relationship that consolidates all data.
To maintain visibility of the main record data, read-only sections can be included in task forms to provide reviewers with necessary context without modifying the original data. Attachments should also be accessible across review stages, either through related lists or reference fields.
