Question

Bypass Certain Required Fields When Reject Button Clicked

Forms Workflow Version 11 Classic Form Designer

Updated 14 hours ago

asked two days ago

I have a form that is loaded from a User Task. It has buttons to Approve or Reject.

If the form is approved (approve button), there are two required fields…the approver’s signature, and a dropdown tied to a database to select who the approved form gets routed to next.

If the form is rejected (reject button), there needs to be only one required field…the approver’s signature.

I’ve seen code to remove the requirement for all fields but haven’t been able to determine how to do it with just certain fields. I know nothing about coding so any help would be greatly appreciated. I’m using Laserfiche Forms Professional Version 11.0.2307.40547 and creating the forms in Classic Designer.

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Answer

APPROVED ANSWER SELECTED ANSWER

replied two days ago

Since there is an additional step after the "button" is selected, it might be better to use a radio button Approve/Denial option and show/hide the additional fields based on what is selected. Then when the rest of the fields are complete, the end user would just select submit.

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replied one day ago

I was trying to avoid going that route, but I guess that would be my best option. Thank you.

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replied 19 hours ago

Is there a reason not to use the new designer? You have more field rule options that could help you accomplish this without a radio button. Just curious.

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View 1 previous reply

replied 17 hours ago

The built-in Form Action buttons on the form will send the form to another step in the BP either way. However, the new designer will allow you to create a custom HTML button, and you can use JS so that when the button is clicked it can send a value to a hidden field which can be used for show/hide rules. If additional fields need to be completed before the form moves to the next step after a rejection is determined, the Form Action buttons can't be used to show/hide after they have been clicked.

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replied 15 hours ago

Perhaps I was simplifying it too much. I was envisioning a field rule to hide the Approve button when 'Route to next user' is blank leaving only the Reject option. Screenshot of a similar scenario to explain my thinking. Moot point if using classic designer though.

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replied 15 hours ago

I am brand new to creating forms on Laserfiche. The form I was copying and modifying was in the classic designer. I had tried converting it but a lot of the formatting was gone. Instead of fixing it, I just left it in classic.

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replied 14 hours ago

Understood. I have a few forms left in classic primarily due to the time involved in converting, verifying calculations, retesting, etc. Glad you are on Forms 11 and at least have the new designer as an option!

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Bypass Certain Required Fields When Reject Button Clicked

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