Save on Task without requiring completion of required fields PORTAL

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12-08-2023 09:57 AM
We have a use case where requests are submitted in the Portal and through the flow/workflow a Task is generated and assigned to a user, again in the Portal. The user assigned to the Task may have some of the required information for the Task, but not everything needed to complete the Task. At other times, a user begins to complete the Task and gets side-tracked with something else and would like to simply Save the Task in the current state without loosing everything they have already entered.
We have been asked to find a way to allow users to enter some the required information they have at the time (not all the required information) and be able to click Save, to save the record. The same user (assigned to the Task) would come back to the Task later when they have the remaining required information and enter that information. Once all the required fields are completed they would click Close Task to move it through the workflow process.
Search through the community I see where other organizations have similar requests, but I have yet to find a solution. Anyone have thoughts on how to accomplish the Saving of a Task without completing all of the required fields?
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12-08-2023 10:01 AM
Hi @stprsbk
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Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
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12-08-2023 10:18 AM
I think you can use a onSubmit Client script in this case with below script.
g_form.checkMandatory = false;
Just add a condition to check user didn't change the state to close. If user is closing, the above statement shouldn't run.
For ex
if (g_form.getValue('state')!='3')
g_form.checkMandatory = false;
Please mark this response as correct or helpful if it assisted you with your question.