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save record as draft without inputting mandatory fields

brendanwilson84
Kilo Guru

Hi Guys

I was wondering if any or you have come up with a solution to save a form as "draft" without having to complete the mandatory fields first?

Many thanks

5 REPLIES 5

paulmorris
Giga Sage

The best solution is the most simple.

Don't make the fields mandatory until changing the status from Draft.

My usual approach:

  • Make State field read only. Set state via client side UI Actions.
  • Use UI Policy to control fields.
  • Draft State to have minimal mandatory fields
  • Next State field to have more fields mandatory

 

 


ServiceNow Nerd
ServiceNow Developer MVP 2020-2022
ServiceNow Community MVP 2019-2022