Control Data Fields based on Work Item Status
complete
H
Harsh Seksaria
We should be able to:
- Make data fields mandatory based on action names and status changes. For example, if a user is putting a work item on wait, they should fill a data field mandatorily like "reason".
- Show/hide data fields based on action names and status changes. For example, the reason field should come up only when users change the status to wait and should be mandatory. Another example, only certain fields should be visible on an action such as Review or Approve so the user sees only what they are supposed to see.
Autopilot
Merged in a post:
Field Level Validation Control
A
Aikaansh
In each case the users have to mandatorily provide some data:
Resolve the case – In this scenario, the user must provide a resolution method or a posting confirmation.
Put the case on Wait – The user must specify the reason for putting it on Wait and identify the responsible person or external body causing the delay.
Cancel or reject the case – A mandatory cancellation reason must be selected from a dropdown.
For each option, different information will be required from the user. Therefore, we need to implement a feature where custom fields can be made mandatory or non-mandatory based on the user's choice of outcome.
This feature is essential for Tech Mahindra to meet Lubrizol's needs effectively.
Please let us know if you need any further information.
Kamal Saran
marked this post as
complete
Kamal Saran
Hi,
Do you know what, this is ready to use now. We’d love to know what you think! A production release 2023.4 including this is ready.
You can also check out the full content of the release at https://docs.enate.net/whats-new
Please discuss accessing a 2023.4 production release with the Enate Customer Success team.
Thanks,
Kamal Saran
Kamal Saran
marked this post as
ready for 2023.4
Kamal Saran
marked this post as
likely in 2023.4
Kamal Saran
Harsh Seksaria your point#1 is covered under this feature - https://feedback.enate.net/feature-request/p/wait-status-comminality-across-all-3-work-item-type-with-customised-wait-reason
Kamal Saran
marked this post as
possibly in 2023.4