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Can we save a request without filling all mandatory fields?

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rinuvarghese
Trusted Contributor.

Can we save a request without filling all mandatory fields?

Hi,

 

Can we save a request without filling all mandatory fields?

 

Is there any settings we can do in serverr.conf to acheive this??

 

Regards,

Rinu Varghese

1 REPLY
Raj Ghimire
Outstanding Contributor.

Re: Can we save a request without filling all mandatory fields?

I know this is really pain sometimes and users complain about this a lot.  Unfortunatley, I don;t think there is any easy PPM OOB config that will let you do that.  

 

In our case, we accomplish this using a Workaround. This might be helpful for you as well.

- Make all fields "Non-Required" at the actual step(Status) so that people can save partial data and add Notes when needed. 

- And then, add a dummy auto execution step immediately after that step and make give it a New Status. Make all those fields Required for that New Status you just created.

 

This way, saviing parital values and adding Notes will be allowed but when someone tries to move through the Workflow using action button, it will ask to Re-confirm the incomplete field values.

 

Thanks.

-Raj