question Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions? in SysAdmin forum

How do I create two custom Save & Submit buttons that bypass the global UI Actions?

ChuanYanF — Wed, 09 Apr 2025 06:51:27 GMT

Dear experts,

For my risk event form, I want to create a custom save button when clicked it will erase the assigned_to field in the risk event form, where the submit button will proceed with the risk event form submission that will prompt to the defined user in the assigned_to field. Currently, the submit button will only appear in the first submission of the form, so if we submit for the first time even though there is no assigned_to defined, when we log back in to the risk event record, the submit button is gone and it will be replaced with the update button. To make sure the submit button is always present before the assigned_to is defined, how do we make it happen? So my requirement now is to have two buttons at the first creation of the risk event record, Save and Submit buttons. I have created an onLoad script, where when user creates a new risk event form, the system will autopopulate the assigned_to field. Both of this state of the risk event will still remain as "New". So after I save and I go back to the record, the risk event form should still has the two save and submit button still and their function still the same as mentioned above until it is submitted to the defined user in the assigned_to field. Currently, the submit and update buttons are using the global one that is in the screenshots below, if I create new ui actions will it bypass the Global Ui Action or should I add in my conditions in the global ui actions script or what can I do in this case? Please advise, thank you.

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

Ankur Bawiskar — Wed, 09 Apr 2025 06:57:14 GMT

@ChuanYanF

simply override those 2 buttons by changing the table to your table and click Insert and Stay on Right Click -> Form Header

If my response helped please mark it correct and close the thread so that it benefits future readers.

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

Shivalika — Wed, 09 Apr 2025 06:59:10 GMT

Hello @ChuanYanF

I don't think you should modify this global submit update and save buttons - they are used at way tooo large scale and modifying them can have cascading effect.

Instead create custom button and add appropriate conditions.

Can you break down precisely - when do you want submit button - from when till when ?

And when do you want update button - from when till when ?

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket.

Regards,

Shivalika

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

ChuanYanF — Wed, 09 Apr 2025 07:05:22 GMT

Thks for the clarification Shivalika, so to break it down more granularly as you can see the screenshot here is how the risk event form initially looks like when users are creating a new risk event record.

So instead of just the Submit button, I wish to add in another button called Save as Draft button next to the Submit button. Currently the risk event form will autopopulate the assigned_to field based on the opened_by user's manager. So the function of the Save as Draft button should be erasing the assigned_to field values and saves the risk event record to not assigned the risk event to anyone, whereas the Submit button will work normally to submit the risk event form as well as making sure the assigned_to field has values inside it and submit the risk event form and assigned to destinate owners. So this two button will appear until the event is successfully assigned to a user, both Save as Draft and Submit button.

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

ChuanYanF — Wed, 09 Apr 2025 07:08:18 GMT

So after assigning to a user or a owner for the risk event, then the two buttons which are the save as draft button and the submit button will dissapear and replace with the Update button which is in the global ui action.

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

Shivalika — Wed, 09 Apr 2025 07:16:57 GMT

Okehh @ChuanYanF

Got it !! So just one more save as draft button is required and it will be visible when record is new. And Submit button will just make sure that assigned to is not empty.

So here, create a new Save as Draft button and for Submit button just do "Insert and stay" and apart from that add another condition that assigned to is not empty.

in the save as draft , just create in the table uo action as usual - check the form button, client checked and function on client side below 👇

function onClick() {

g_form.setValue('assigned_to', '');

g_form.save();

}

Now for the submit button just add another condition, if(g_form.getValue('assigned_to')=='')

{//g_form.addErrormessage();

return; //IMPortant so that nothing saves. }

Please make these modifications and share screenshot of stuck.

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket.

Regards,

Shivalika

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

Ankur Bawiskar — Wed, 09 Apr 2025 07:30:06 GMT

@ChuanYanF

I don't think it's a valid business requirement to just have 1 button to clear the Assigned to field and save the form.

Please discuss this with your customer

If my response helped please mark it correct and close the thread so that it benefits future readers.

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

Dr Atul G- LNG — Wed, 09 Apr 2025 07:33:50 GMT

Hi @ChuanYanF

As a process consultant, you might want to ask the client about the value they are looking to achieve. I understand you have a use case, but is this the only valid way to solve the issue? Creating custom UI actions and replacing them with global or out-of-the-box UI actions could lead to problems during upgrades and in the future when maintenance is required. Therefore, I wouldn't recommend creating two custom UI actions with the same name as needed. You should explore alternative solutions. Avoid increasing technical debt. You may find a solution now, but consider the long-term impact, not just the immediate fix

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

Shivalika — Wed, 09 Apr 2025 07:47:39 GMT

Hello @ChuanYanF

I just tried this refer below screenshots, but I don;t think we will be able to keep the "UNSAVED RECORD" I mean "where shall we redirect after clicking on - //save as draft// - this question is stumping me even when I am implementing it.

Refer below screenshots-

1)SAve as Draft appearing only in new records - - this is ok

Not in existing records -

2)UI Action

But after I click on the button it has no exact record to redirect to because nothing is saved. This is the technical stump. This is not feasible, hence. You may open a servicenow case to verify this.

Kindly accept this as solution if it helped you in anyway, so that my efforts can be recognized and also future readers with same query would no why its not possible.

Regards,

Shivalika

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

ChuanYanF — Wed, 09 Apr 2025 08:28:03 GMT

Hi Shivalika, thanks for the reply but I managed to solve the issue using my approach as below:

So I have created two new button one is Save as Draft and one is Submit to Assigned and also a new flag field in the risk event form called u_submitted.
Save as Draft code and condition:
Condition:

current.state == 1 && !current.u_submitted

Script:

current.assigned_to = ''; current.update(); // Use update so record isn't considered "submitted" action.setRedirectURL(current); // Stay on the same record after save

Submit to Assigned:
Condition:

(current.assigned_to != null || !gs.nil(current.assigned_to)) && current.state == 1 && !current.u_submitted

Script:

current.u_submitted = true; if (current.isNewRecord()) { current.insert(); } else { current.update(); } action.setRedirectURL(current);

And for the global Ui action I did not delete or remove but added in one condition which is to exclude the sn_risk_advanced_event table only which is this condition:

current.getTableName() != 'sn_risk_advanced_event'

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

ChuanYanF — Wed, 09 Apr 2025 08:30:15 GMT

Thks for the advise Atul, I am grateful for your words of wisdom and your experience sharing but this is what we have come to a conclusion after getting their requirements. So this is all we can do is to follow their requirements in the meantime.

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

Shivalika — Wed, 09 Apr 2025 08:40:57 GMT

Yesss @ChuanYanF Niceeee!! getTableName was the condition I also applied. But what is happening in redirect ? You didn't want to save right ?

Then when there is no saved record where is it going after redirect ?

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket.

Regards,

Shivalika

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

ChuanYanF — Wed, 09 Apr 2025 08:53:09 GMT

It will redirect to all the risk events opened by the user, but yes the record is saved but not assigned to anyone and that is what i wanted the result to be.

Re: How do I create two custom Save & Submit buttons that bypass the global UI Actions?

Shivalika — Wed, 09 Apr 2025 08:57:09 GMT

Hello @ChuanYanF

Then that's what I have also done, in the referenced screenshots. You can accept my solution also , it's 100% working as seen in screenshots. I thought you didn't want to save 😊. But then it's fine.

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket.

Regards,

Shivalika

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY