- Why are forms that do not have all the required fields completed still moving?
- Why is it some forms set to "Only send forms that pass validation" are moving to the next step?
- Check the form template to see if for the template > Disable Due Date Validation > has been checked. If so uncheck it to enforce validation.
Route Map Option > Only send forms that pass validation:
- If this is selected then even though the due date has passed, the form will not move if the user failed to enter all the required fields on the form. It is recommended to use this option if your process relies on the answers provided in the required fields.
Why do some forms still move even though I have enabled "Only Send Forms that Pass Validation Rule"?
- Please keep in mind that validation of this rule is applied to the holder of the form, not others that may be in the step. Your form template maybe configured that the rule is specific to a role and not the step!
- So if your form is in an Iterative step between E & EM, and the form is in the Employee's inbox, but your template was configured to validate the Manager's input, then it’s not going to apply the logic that required the Manager complete a specific field.
- It would be incorrect to keep the form with the Employee on the move date because the manager had not filled in required information. The employee may not even see some required fields for the manager.
- The validation for EM therefore only applies if the form is in the inbox of the Manager. If it fails validation then it makes sense to keep it with EM, since only the Manager can fill in what is missing.
- Therefore when a template has validation that applies to a specific role, then the option Only send forms that pass validation: will only be enforced when the form is in the hands of the specific role(s) defined in the template permissions. We recommend that if you have fields that a specific role must complete, don’t have a process map (workflow) that introduces logic where the form could be in the hands of someone else on this date. If you have a collaborative or iterative step you might consider splitting the step or to enforce the validation on another step that only the specific role.
Another option is to make sure the form comes to EM first if they have required fields (entry user) so the validation is enforced when they send to E, so if it now sits with E, all validation is done on the part of EM.
Always send regardless of validation:
- Check your route map to see if this option was enabled.
- With this option, the form will be sent to the next step regardless of whether anything has been completed on the form or not. This is not recommended if it would break your reports or process by having forms move that do not have all required information.
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