Update Catalog Task's "State" upon closed complete/closed incomplete after SAVING

Sam196
Kilo Expert

Thank you for your help in advance!

Problem:

When a state is updated to "closed complete" or "closed incomplete" by the agent without saving it greys out (changes to read only). Agent has to refresh the entire page if he/she accidentally selects one of the options above, which is a big inconvenience when there's work notes and customer notes added.

What I want:

When an agent select "closed compete" or "closed incomplete" it shouldn't be read only. They should be able to change as they like. But once the agent SAVE or UPDATE the task with state "closed complete" or closed incomplete" state should change to read-only. Our policy is once a task is marked complete/incomplete we don't want it to be updated.

Screenshots below for reference. Again, thank you! 

Current UI Policy Setup:

find_real_file.png

 

When closed without saving it is changing to read-only:

find_real_file.png

1 ACCEPTED SOLUTION

I suggested to write an onLoad but the screenshot shows onSubmit.

And also state == '3' || state =='4'

3 and 4 should be in quotes.

 

Make those changes and try now.

 

View solution in original post

12 REPLIES 12

There wont be any impact on using client script over ui policy.

But where ever possible, use UI policy prefarably.

 

Mark as correct or helpful if it does.

Thanks,

Sumanth

Unfortunately, this didn't work. I made the UI policy Inactive and tried your client script. Even after I mark the state "closed" and save, I still have the option to change it.

 

find_real_file.png

I suggested to write an onLoad but the screenshot shows onSubmit.

And also state == '3' || state =='4'

3 and 4 should be in quotes.

 

Make those changes and try now.

 

Thank you Sumanth. This worked for me, appreciate your help!

Aman Kumar S
Kilo Patron

Hey,

Instead client side configuration, I would suggest updating Write ACL for catalog task.

Take inspiration from OOB Write ACLs, this is best practice

find_real_file.png

Best Regards
Aman Kumar