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Is it possible to have rules run while still in the edit view?

Updated: 11 Mar 2009 | 1 comment
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Q:
Andy questioned "Does the Helpdesk Solution have the capability to run a rule before you save (commit) the incident? For example, if a certain category is selected, I would like it to prompt the worker with a specific list of questions to capture all the necessary information before the incident is transferred or routed to another worker. Is it possible to have rules run while still in the edit view?"

A:

Hi, Andy. Yes, validation rules run before the save actually occurs. When their criteria evaluate to true then the save will stop and a message will be displayed that says what must happen. This allows you to make sure the data you want in the incident is correct.

Comments

drew.ohara's picture
27
Feb
2009
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In this case, no.

While the vali. rules do run before the incident is "commited" they do not run while you're choosing fields or typing info. into an incident. It will, after you click the save icon, display a message that can let them know what they missed based on the category choosen.