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Question

Disable approval button if signature is not filled out

asked on December 7, 2023 Show version history

I'm working with some logic that is a bit unconventional. I have a form that an approver needs to sign off on, however if they were to reject the form then a signature is not required. I currently have the signature as required but due to the requirement of not needing the signature if rejected the required mark will need to be dropped. What I'm looking for is if the signature is filled then the 'Approve' button would need to be enabled. I've seen other post that use fields to enable/disable the submit buttons however I'm not sure what to target when the signature is filled out. 

 

 

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Replies

replied on December 7, 2023 Show version history

Here's how I would handle this:

Add a required radio button field for action_type with the options "Approve" and "Reject." (put this at the bottom of the form)

Have the only button on the form be "Submit."

Add a Field Rule that validates the Signature field as required if action_type is "Approve." 

That way, if they select they are rejecting the form, the Signature field will not be required.

I would also validate the Task Comment box as required if the action_type is "Reject."

 

Edit: this advice pertains to the Modern Designer in v11. Please let us know if you're on an older version or using the Classic Designer (for these versions, I do have code that will ignore the required fields if you click the Reject button).  

 

I hope that helps!

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replied on December 7, 2023

You could do this with the classic designer as well, but the bottom line is that you should use a separate field for approve/reject, and that field should be evaluated before getting to the signature.

The difference with the classic designer is that you don't have rules for changing whether or not something is required; but realistically I think the better option is to make it always required and instead show or hide the signature based on whether they selected approve/reject from the radio field.

From a process flow standpoint, you really should be making a decision regarding approve/reject first so you can set rules for what fields are required rather than trying to decide after the button click.

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