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Categories Form Designer
Created by Paul Lamping
Created on Sep 18, 2023

if task form user selects "Reject" then set controls to Not Required

In the "Assign a task to multiple users" action, if that user opens form and selects the "Reject" outcome, the user still may have to complete all the "Required" controls.

We want an option to ignore the "Required" status on all controls to set "Required" except perhaps a few exceptions.

I tried to write a rule to do this, but it becomes complex to manage, because of all the rules to consider. If I simply say "If Outcome Equals Reject, then set controls X, Y, and Z to Not Required" then it could lead to some loopholes, such as when user hits "Reject" first and then changes mind and now can approve form without filling out required fields. And this method still does not allow me to override the Form Submit rule that shows a validation error.

Therefore we need a method to ignore all the Required settings if the Outcome is Reject, except for some exceptions, maybe for the Comments box where we want to ask the user to type in why the user rejected it.

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