Disable CR form once CAB approved

Ben_Tey

Anyone can share your script if you have it.
We got requirement from customer request us to disable the CR form after the CAB approval review activity are approved. This is to prevent of any changes after the CAB approval.

There are few idea in my mind now.
1. Get status of review activity and disable the CR form.
2. Create custom field to indicate when to disable the CR form. A workflow to update the field once CAB approved the CR.

Thing that can help:
1. script to determine review activity status.
2. script to disable CR form

Appreciated if anyone can help on this. Thank you

steve_tuel

See attached.  This should get you going in the right direction. This will disable certain fields.

steve_tuel

Then this should disable all field types.

Eric_Krasner

Very nice, I like it.

Ben_Tey

steve_tuel said:

Then this should disable all field types.

That awesome. Exactly what i'm looking for. Thank you very much @steve_tuel

Alex_Marsh

This is a great bit of code! Question though, is it possible to target specific change request forms? We have a couple of them (one for change managers and one for standard analysts) and we'd only want to make the analysts form disabled

Eric_Krasner

Where would this code go?

steve_tuel

@eric_krasner you should be able to just drop the code in custom.js and it will run anytime someone opens a Change Request.  This assumes that the Activity step is called "CAB Review".  If it is called something else you would just rename it in the section of code to match.

steve_tuel

@alex_marsh you can add an if statement to check if any ChangeRequestForm was loaded for the logged in user.  So when you have a Change Request open you can open Developer Tools (F12) and then go to "session.user" and check the ChangeRequestForm value.  In this example I have an Assigned Form whose Id is "ChangeManager" in ChangeRequest.js.

Below is the If statement I added to check to see if the user is NOT essentially a Change Manager. 

Eric_Krasner

So this solution will only work if the CR is being opened in the portal and not the  console, correct?

steve_tuel

Yes, this is only within the Portal.

Alex_Marsh

@steve_tuel thanks that's a great help! Is it possible to also exclude certain input boxes (i.e. like the action log comment box)?

steve_tuel

You would either have to use the first option I had at the top where you specify the individual fields to disable, which wouldn't be very ideal.  Or potentially have it target the specific Comment box and button through a few jquery css selector statements to have it re-enable those after the initial disabling has occurred.

Ben_Tey

@steve_tuel can we disabled the completed activity field as well ?

Leigh_Kilday

I'd like to go a different way with this. I want to make Implementation Results and Post Implementation Review fields Required when activity conditions are met.

I have got the script running on the Activity Stage (see below) so I don't have to use the Title, however I can't figure out how to make those fields Required.

if (vm.Activity[i].Stage.Name == "Review" && vm.Activity[i].Status.Name == "In Progress")

Leigh_Kilday

I figured it out.

$('div[data-role="ImplementationResults"]'.attr('required','true');
$(textarea[name="PostImplementationReview"]').attr('required','true');

I did the same with Actual Start and End dates. I haven't figured out how to add " (Required)" to the labels, but that's not a deal breaker.

Konstantin_Slavin-Bo

Leigh_Kilday said:

I haven't figured out how to add " (Required)" to the labels, but that's not a deal breaker.

$('div[data-role="ImplementationResults"]').prev().append('<span>(Required)</span>');<br>$('textarea[name="PostImplementationReview"]').prev().append('<span>(Required)</span>');

Leigh_Kilday

Konstantin_Slavin-Bo said:

Leigh_Kilday said:

I haven't figured out how to add " (Required)" to the labels, but that's not a deal breaker.

$('div[data-role="ImplementationResults"]').prev().append('<span>(Required)</span>');<br>$('textarea[name="PostImplementationReview"]').prev().append('<span>(Required)</span>');

Legend. Thanks @Konstantin_Slavin-Bo!