Save & Request Approval UI Action on Change

Zod
Giga Guru

Currently we have to save the change record first before the UI Action for approval requests is visible,

This makes sense, as there are some fields, that are only mandatory when approval should be requested - but those are not important as long the state is 'new'.

To make things more user friendly I'd like a ui-action that saves first and then tries to request the approvals. In Case not all fields relevant for approval are there - they should be marked accordingly.

Problem is, if I check the "show insert" the "save" part would be required first, to make the relevant fields for the following stages mandatory.

I assume I would just need on line of code to be able using the "show insert" here ... but for a no/low code person this might be a longer journey to find out 😉

Please advise.

ui action.JPG

5 REPLIES 5

holly-t
Tera Guru

I am right where you were. I have been requested to create one UI action that will insert and request approval at the same time. Did you ever get this to work? I see this is 2 years old.