Saving a record without populating all mandatory variables

[Jim Coyne]

We have a few mandatory workflow variables setup. The variables are mandatory to ensure the techs populate them before closing a task as the information is required in subsequent tasks. Unfortunately, we have been running into problems with the Catalog Task form.

The problem with mandatory variables is you cannot enter information in some of the fields and/or variables and save the record - the blank mandatory variables prevent the update of the record. This is a valid use case as you do not always get all the required information at the same time and it would be nice to update the task as you receive that information. Same thing if a tech wanted to enter some info in the work notes or comments field - cannot save unless the mandatory fields are filled in.

This has been bugging me for a while but I think I've come up with a pretty good solution. I've created 2 new UI Actions on the Catalog Task form to override the global OOB Save and Update actions.   Here is how the Save version is configured:

Name:                       Save

Table:                     Catalog Task [sc_task]

Action name:         sysverb_update_and_stay   (to override the OOB "Save" UI Action)

Client:                   checked

Form button:         checked

Onclick:                 u_saveRecordClient()

Condition:             current.canWrite()

Script:

//Client-side 'onclick' function
function u_saveRecordClient(){
     //ignore mandatory fields
     var state = g_form.getValue('state');

     //we can save without filling in all mandatory fields and variables if the task is not closed or closing
     if (g_form.getValue('state') != 3){
           g_form.checkMandatory = false;       //ignore mandatory fields
           try {
                 //now ignore any mandatory variables
                 var allVariables = document.getElementById('variable_map').getElementsByTagName('item');
                 for(var i = 0; i < allVariables.length; i++){
                       var item = allVariables[i];
                       g_form.setMandatory('variables.' + item.getAttribute('qname').toString(),false);
                 }
           } catch(err) {}
     }
   
     //Call the UI Action and skip the 'onclick' function
     //this will execute the code below
     gsftSubmit(null, g_form.getFormElement(), 'sysverb_update_and_stay'); //MUST call the 'Action name' set in this UI Action
}

//Code that runs on the server, without 'onclick'
//Ensure call to server-side function with no browser errors
if(typeof window == 'undefined')
     u_saveRecordServer();

function u_saveRecordServer() {
     action.setRedirectURL(current);     //come back to the same record
     current.update();
}

The Update version would be slightly different:

Name:                       Update

Table:                     Catalog Task [sc_task]

Action name:         sysverb_update   (to override the OOB "Update" UI Action)

Client:                   checked

Form button:         checked

Onclick:                 u_updateRecordClient()

Condition:             current.canWrite()

Script:

//Client-side 'onclick' function
function u_updateRecordClient(){
     //ignore mandatory fields
     var state = g_form.getValue('state');
     //we can update without filling in all mandatory fields and variables if the task is not closed or closing
     if (g_form.getValue('state') != 3){
           g_form.checkMandatory = false;       //ignore mandatory fields
           try {
                 //now ignore any mandatory variables
                 var allVariables = document.getElementById('variable_map').getElementsByTagName('item');
                 for(var i = 0; i < allVariables.length; i++){
                       var item = allVariables<i>;
                       g_form.setMandatory('variables.' + item.getAttribute('qname').toString(),false);
                 }
           } catch(err) {}
     }
     //Call the UI Action and skip the 'onclick' function
     //this will execute the code below
     gsftSubmit(null, g_form.getFormElement(), 'sysverb_update'); //MUST call the 'Action name' set in this UI Action
}
//Code that runs on the server, without 'onclick'
//Ensure call to server-side function with no browser errors
if(typeof window == 'undefined')
     u_updateRecordServer();
function u_updateRecordServer() {
     current.update();
}

The script sets "g_form.checkMandatory = false" in order to bypass the mandatory fields, but, unfortunately, it does not work with variables. So, I figured why not run through all the variables and remove their mandatory properties?

I'd like to get a few comments to see what people think.   It seems to work fine so far.   Now the real solution of course would be to have the "g_form.checkMandatory" property take variables into account as well.     🙂

To use them elsewhere, just change the Table field.

UPDATES:

- modified the code above to add a "try {} catch(err) {}" block to avoid problems when there are no variables on the form (thanks shill)

- added a missing "{" at the end of line 7 (thanks chucksimonds)

- added the separate settings for the Update UI Action

[Jim Coyne]

Sorry for not getting back to you earlier, it's been a crazy couple months here. Were you able to get this to work for you with Change Requests?

[Bren]

This script is not working in Calgary?     Do you have a fix?

[Jim Coyne · Accepted solution]

Just setting this answer as correct as the actual thread was not meant as a question and it cannot be changed because it came from the original Community site.

[vijay_kumar]

Hi Jim,

I have something simillar requirement but on change form.i.e a user can save a form even if mandatory fields are not filled but he should not be able to submit for request approval till all mandatory fields are filled.

Thanks In advance,

Vijay

[hr2333]

looking for something similar! i was able to create a UI policy to set mandatory to false when the condition was met but now both save draft as well as request approval are bypassing mandatory fields of course. Were you able to find a solution for this??