Forum Discussion

ChrisSwirtz3's avatar
ChrisSwirtz3
Qrew Member
2 years ago

Using button from report overriding form rules

I set up a button to Submit a New Space Request that changes the Request Status field to "Submitted" and checks the a checkbox to "Certify" the request is ready to submit. This button was made to put on a report that goes on the user Homepage so that if they have done everything on the request besides certify and submit it, they could do so from the homepage instead of having to go into the record. I have dynamic form rules in place that when the checkbox to "Certify" the request is checked, it also turns on the requirements for several fields to be filled before they can submit. However, the button I created is allowing the user to certify and submit the request without those required fields being filled in. Is there a better way to set this up? Perhaps the submit button on the report isn't available unless the required fields are filled in?

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Chris Swirtz
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3 Replies

  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew #1 Challenger

    Dynamic Form Rules are called that because they only work while a human user is editing the record on the native UI.  If you make a formula URL button, then those are ignored.  


    So yes, it sounds like you need to have the formula calculate to blank if those other required fields are missing.



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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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    • MarkShnier__You's avatar
      MarkShnier__You
      Qrew #1 Challenger
      Just another thought,  the button can have an IF statement to open up the record in edit mode, if those field are not filled in.  If you make the button as a Rich Text Hyperlink, then it's works could change based on the situation.

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      Mark Shnier (YQC)
      mark.shnier@gmail.com
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      • ChrisSwirtz3's avatar
        ChrisSwirtz3
        Qrew Member
        This sounds interesting, can you elaborate more on this solution?

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        Chris Swirtz
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