Prevent confirmation of a task until the linked form has been saved ("send")
When using tasks, it is currently impossible to set a condition on the "Confirm" button for the task (yellow and accessible by default).
This can be very inconvenient, especially if you need the user to fill in a form (link in the task dialogue box) before confirming the task.
- Context: task, created with the Workflow manager, containing a link in the dialog box to a form to be filled in.
- Procedure: the task is assigned to a specific role. the user attached to this role must complete and save the form before validating the task.
- Limitation: currently, there are no settings in DocuWare to make the access to the task's "confirm" button to be conditional (e.g. only if the linked form is saved).
As a result, users can validate the task directly without filling in the form.
DocuWare Cloud Client 7.8
Mathieu SENECAL
shared this idea
-
Bruno Villa
commented
You can use workflow validation to prevent the confirmation of a task.
If you create a field named, for example, "Z_FormFilled" and insert this arithmetic expression in the validation mask:
IIF(UCase(DW_Z_FORMFILLED) = "YES", True, False)The user will be shown an error and won't be able to confirm the task.
You need to configure an autoindex or a workflow that will write the value "YES" to the field Z_FormFilled on the document that has the ongoing task.