Prevent Task from Being Marked as Complete If Required Fields on Custom Form Attached to the Task Are Blank | Adobe Higher Education
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jerflo
Adobe Employee
Adobe Employee
March 5, 2021
質問

Prevent Task from Being Marked as Complete If Required Fields on Custom Form Attached to the Task Are Blank

  • March 5, 2021
  • 6 の返信
  • 2899 ビュー

Hello my community friends. I am looking to get some feedback on this idea. If interested, please schedule some time with me using the link below. We can delve deeper into this, share screens, and talk shop.

https://calendly.com/jeremyflores

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6 の返信

MoniqueEvans
Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
March 5, 2021

This would be SUCH AN AMAZING FEATURE!!! I would prefer this live on the project level, but task is a good start. I have so many exception reports that call this out but still have to police this so we have data filled in. Being able to force the project to stay open will create an annoyance (in a good way) to the users on the project team that tell will actually be compliant

Level 10
November 17, 2021

Task-level and project-level, set separately, would be welcome.

RandyRoberts
Community Advisor
Community Advisor
March 8, 2021

Could this just be part of form validation?

jerflo
Adobe Employee
jerfloAdobe Employee作成者
Adobe Employee
March 11, 2021

@Randy Roberts‚ tell me more...

cc. @Gevorg Kazaryan‚ what are your thoughts here?

RandyRoberts
Community Advisor
Community Advisor
March 11, 2021

@Jeremy Flores‚

I thought I heard something somewhere about Workfront being interested in doing some type of form field validation. Like If you have an email field it would check to make sure it included one or more characters followed by an @ symbol followed by more characters followed by a dot followed by a few more characters.

I can't remember where I heard it though, or maybe it was a suggestion in the innovation lab.

Either way, it's a really good feature to have.

Edited to add: This is probably what I was remembering:

https://one.workfront.com/s/idea/0870z000000PSEhAAO/detail

Back to the original post, Workfront already does this on a project level. If a required project field isn't populated, you can't open the project. I think doing this in reverse (can't complete it) with a task is worthwhile. Although it shouldn't prevent you from marking the task as something that equates with complete (CPL), like waived or cancelled.

Level 10
March 12, 2021

@Jeremy Flores‚ , are still seeking feedback this idea? (I'm catching-up on back-reading of digests‚Ķ)

jerflo
Adobe Employee
jerfloAdobe Employee作成者
Adobe Employee
March 14, 2021

Hey @Kevin Quosig‚ - yes, still looking for additional takers on this one. Also, would it be more beneficial to have this at the Project level first?

Level 10
March 15, 2021

I think project-level first for us, since there is mandatory financial information that gets skipped. Though I could see uses of the task level too, if it were available.

jerflo
Adobe Employee
jerfloAdobe Employee作成者
Adobe Employee
March 17, 2021

@Kevin Quosig‚ at what point in the process does this information get skipped? Are there certain points in the process where you would need this validation? Thanks again!

jerflo
Adobe Employee
jerfloAdobe Employee作成者
Adobe Employee
March 19, 2021

I'd like to get your perspective after having run this in the NWE. The functionality works differently in the new Workfront experience than it does today in Classic. For example, you can't add a custom form to a project or task in NWE without filling out the required field. I can see how this can create some challenges, and although we are talking about two different use-cases (not being able to attach a form unless a required field is populated vs. not being able to complete a task or project unless a required field is populated) I believe they are very closely related.

Level 2
November 16, 2021

Hello @Jeremy Flores‚ we are looking for a similar feature. I guess this can be done via Fusion. But is there a way to do it without fusion. As our request submitters are asked to manually add a custom form to a task before submitting it to reviewers, they forget sometimes and hence causes back n forth and mess.

Do you think we have a solution already for this type of use case.

Thanks in advance.

FYI @Agnieszka Markuszewska-Shehata‚

jerflo
Adobe Employee
jerfloAdobe Employee作成者
Adobe Employee
December 1, 2021

Hi @Juhi Kanjani‚ - thanks for your message. There is not a way to do this natively without fusion, unfortunately. Admittedly, I was working on a solution around the time of this post but had to prioritize other items ahead of this so this got pushed to the bottom of my backlog. I'm sure at some point we will revisit this I just don't know exactly when that will be.

Kundanism
Level 10
November 16, 2021

Hello @Jeremy Flores‚ . this will be a very useful feature in Workfront native, in addition to Fusion. I agree with above users too.

Mvh

Kundan.

jerflo
Adobe Employee
jerfloAdobe Employee作成者
Adobe Employee
December 1, 2021

Thanks @Kundan Kumar‚ - I'm glad to hear that there is still interest in having a capability like this.