Prevent Task from Being Marked as Complete If Required Fields on Custom Form Attached to the Task Are Blank | Community
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ElizabethWi
New Participant
August 15, 2017
Declined

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

  • August 15, 2017
  • 15 replies
  • 3079 views

Right now, if a custom form is attached to a task, there is nothing that forces the user to fill out the custom form. The task may be completed, without the custom form from being updated. Even if the custom form has required fields. Only when someone edits the custom form, does it require you to fill in the required fields.

We have examples of collecting information when we get to certain points in a project. This data is being collected via a custom form on a task. However, the system doesn't force the assigned to user to fill in the custom form. They can close the task without even looking at the custom form tab.

As a workaround we have been attaching an approval process to the task, so the PM can verify the information was populated. However, it would be nice to not have to take this extra step.

    15 replies

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    KevinQu1
    New Participant
    March 18, 2021

    @Dustin Silbereisen, I can see your point as well, which is why this should be a setting the sysadmin can control whether to use or not.


    I always try to remind WF when making these changes NOT to get rid of the old behavior, but ADD additional behavior. They like to talk about how much flexibility they give us…

    D
    DustinSi1
    New Participant
    March 18, 2021

    This should be a setting that the planner chooses when adding the form to the task. If the task ALWAYS requires 100% required fields completion, without the ability to disable that, it could hinder productivity when a team needs to expedite tasks and have been given permission to bypass certain otherwise-required fields.

    M
    MichaelDi
    New Participant
    May 6, 2020

    Agreed. Seems logical to prevent a task from moving forward if required fields on an attached custom form are not completed.

    JamesHill_ATL
    JamesHill_ATL
    New Participant
    August 21, 2019

    Agree! Please work on this.

    A
    Anonymous
    September 27, 2017

    Agreed. There are certain key steps the need review, approval, or information filled out before completing a task. This will help with governance in PMOs or even help with tighter campaign management for a multi-channel marketing project.

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