Guidance Needed on Mandatory Field Validation in Playbook Workspace Financial services workspace
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
2 hours ago
I am investigating a requirement in Playbook Workspace related to mandatory field validation and would appreciate guidance.
Current Behavior
We have multiple UI Policies that dynamically mark fields as mandatory based on user selections. When a required field is left blank and the user clicks Continue, the Playbook does not proceed. The field is highlighted with a red border and an inline validation message (for example, "Visa fraud type is required").
However, unlike the classic form experience, Playbook Workspace does not display a page-level validation message explaining why the user cannot continue.
In native classic form view an error msg is displayed
Requirement
When a user clicks Continue or Submit, and one or more mandatory fields are missing, the system should clearly indicate the missing fields. Ideally, a summary message should be displayed, such as:
The following mandatory fields must be completed: Field A, Field B, Field C.
Additionally, it would be beneficial to automatically navigate the user to the first missing field.
Investigation Performed
- The Continue button is implemented through the Declarative Action questionnaire_mark_complete.
- The server-side script associated with this action appears to only invoke the completion logic.
- Setting Form Fields Required to false on the Declarative Action did not alter the behavior.
- Field-level validation messages continue to appear, suggesting that the mandatory field validation is being handled elsewhere within the Workspace/Playbook framework.