Override Mandatory on draft state

[Gary Larsen]

I have several mandatory fields on change request, and I need to allow save as draft without all of them filled 

[Mike_R]

You can create a "save draft" UI action to allow them to save without entering the mandatory fields. We'll need to code it to ignore the mandatory fields.

But a better approach is to just configure your form so that the fields do not become mandatory until you move the change to the next state (such as assess)

[Manuel Stimac]

Hi @Gary Larsen,

I would create an on before Business Rule in that specific case. For example:
When to run:

Actions:

If this answer helps you please mark it as Helpful/Solution.
Thanks & Regards - Manuel 

[Gary Larsen]

not following how that would help me save the change as draft without having all of the mandatory fields filled 

[Manuel Stimac]

Hi @Gary Larsen,

I was following up with the idea to disable the mandatory fields first. The Business rule would ensure on a certain state change that the fields must be filled. With this you could save it like a draft but also ensure that the field will be filled at a certain stage in your process.

If this answer helps you please mark it as Helpful/Solution.
Thanks & Regards - Manuel