'Complete' button form modal for Problem tasks of different types in SOW - how to configure

[Heorhii Vedmed1]

Hello,

Use case - we created a custom Problem task type called Continuous Improvement, and in order to make it consistent with General and RCA ones, we had to configure a new action assignment to make 'Complete' button appear on those tasks in SOW. Essentially the requirement was just to copy whatever we have for General type, so we did that, we copied everything and just replicated everything we could see there is available for General one into our new one, and everything looks good except for one tiny detail - when pressing the button for the OOTB types, it shows a form modal with a couple of fields, with some of them being mandatory, and thus we need to make one or more of those for out custom type mandatory as well.

Myself and another dev from my team, we have been hitting our heads against the wall for the past 2-3 days trying to understand how and where those fields are made mandatory - there are no UI Policies on any of those views, no Client Scripts, those fields arent mandatory in the dictionary, and moreover, when looking in native view at views that are called in those modals, none of those fields are mandatory there, but they are in those SOW modals themselves. Feels so trivial, and yet, we're honestly out of ideas, so any help will be appreciated 🙂

[Shruti · Accepted solution]

Hi

There are various views available for the Problem Task table in the complete modal.

You can also create custom views for specific task types and link them to declarative actions, as shown below.

Also, for mandatory fields, there are data policies set on the Problem Task table—both for general and root cause task types.

[Heorhii Vedmed1]

Thank you very much Shruti, data policies is exactly what we were missing! Alls good now

Take care!