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  • 1.  Using button from report overriding form rules

    Posted 05-26-2022 12:19
    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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  • 2.  RE: Using button from report overriding form rules

    Posted 05-26-2022 12:30

    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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  • 3.  RE: Using button from report overriding form rules

    Posted 05-26-2022 12:34
    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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  • 4.  RE: Using button from report overriding form rules

    Posted 05-26-2022 13:58
    This sounds interesting, can you elaborate more on this solution?

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    Chris Swirtz
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