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Status Not Planned
Created by Brandi Woodson
Created on Nov 5, 2022

Save or Submit Rules & Conditions

Have the ability to disable and/or hide the save or submit button in edit mode based on information on the form.

Currently we allow users to save as draft for longer forms, however once they submit for processing we want to disable the ability to save and continue. The issue is, the save has not validation so they can still modify information within the sharepoint list item with the save button. We connect the buttons to determine when workflows are triggered (only on submit). This becomes challenging if they go in while a workflow is running and try to make changes and click save and continue for later.

To avoid this issue we have to constantly add rules to do in form security (lock all fields on a form based on DRAFT status or any other status where they'd be allowed to edit the item for corrections etc based on approval process. That being said, it would be way easier to just disable the save button unless in DRAFT and disable the submit button even if they have permissions to edit based on sharepoint list, when in other status values to ensure nothing is being tampered with when it doesn't need to be.

Most our approval processes would not allow a user to make changes to anything once it's submitted. We run security workflows for permissions but obviously it takes time for a workflow to start, then process then update the security. There is a open window of opportunity for someone to see something in DRAFT and think it wasn't processed yet and go try to push it through again.

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  • Admin
    Leigh Burke
    Jan 2, 2024

    Thank you very much for posting your feedback for our review. At this time, we will not be adding this request to the near-term backlog, as we are focused on other highly requested features. However, we reevaluate requests every quarter and will reach out if priorities change. Please keep the feedback coming as it is critical for our longer-term planning.


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