enable/disable Action Button based on condition

enable/disable Action Button based on condition

Controling action button using on preset validation.Controling action button using on preset validation.

 

As a modeller, I want to have control over the dashboard button to enable/disable based on the specific conditions. So that I can control valid seletions in filters.

 

16 Comments
Stan
Esteemed Contributor

Thanks for the idea, we are setting it to "Acknowledged" and encourage the Community to ask questions, provide feedback, and gather additional support via kudos.

Status changed to: Your support is needed
Stacey Brooks
Certified Master Anaplanner

This would be very useful.

We had a need to require users to enter specific information prior to allowing them to run an export process. I was able to build a workaround using modules with binary (boolean) logic that would only generate a blank file when the export was run if the users did not enter the information requested prior to running the export button. 

Rebecca
Valued Contributor
 
Status changed to: Under Investigation
Manuela_Apostol
Certified Master Anaplanner

I also come across the same point, and more as a request from the client. Although, validation messages are turned on and technically we will prevent the action to create new elements based on filters, still, will be more visual if the action button will be turning from grey to blue once conditions are met. A great improvement which I support! Good idea @deepakammanna 

Gwen.pryor
Regular Contributor
 
Status changed to: Not Planned
vicky_ascencio
Occasional Contributor
 
Status changed to: Under Investigation
jason.howard
Occasional Contributor

Resurrecting this suggestion as I am coming across this in quite a few conversations where customers are asking for these types of requests - sort of how you can complete a purchase without a CVV number for the credit card.  Conditional formatting and DCA will "warn" to an extent but tying the action button to a cell would be great

dameyer01
Certified Master Anaplanner

In our ICM model, we have a quota acknowledgment process that "stamps" the displayed quota value and the "acknowledged date" (which the user enters manually) via an import action. As the model builder, I would like to leverage some kind of DCA on the action/process that would disable the button unless certain criteria are met, in this case, ISNOTBLANK(Acknowledged Date).

Farooqkamal1
Occasional Contributor

We have a dashboard were users have to select and enter and interact with multiple grids on the dashboard and when everything is done then they have to run an action as per the req. But I don't have the ability to restrict users from running the action without completing all the steps.   

 

We have a Conditional Formatting and "Error message" line item which points to user to finish all the steps but its not solid solution to the problem, I want to have the ability to  "enable/disable based on the specific conditions"

Alessio_Pagliano
Certified Master Anaplanner

I think this is very much needed. It would be great if there was a similar but additional option to hide/display the button as well. 

BryanM
New Contributor

+1

 

I have an incentive compensation management model where salespeople submit billing claims through the tool. They must include certain criteria in order for the claim to be eligible to be processed for commission payment. Would be great to be able to leverage DCA on the "submit" process button.

BCSFB
Certified Master Anaplanner

+1 

I support your idea @deepakammanna 👍

 

I absolutely agree with the previous contributors. Two of my clients have also asked for this functionality. My workaround was to highlight all fields with conditional formatting, providing validation messages and KPI's to the process. One customer wanted to at least have an error displayed in the process screen if no element was generated, as they felt it was misleading if the process was shown as "completed" with green progress bar even though no element was generated. For this purpose, I subsequently added an action that produced the desired result. Nevertheless, I do not consider it compliant with best practise to build a process more complicated than necessary. 

vgibson
New Contributor

I work at HPE and this would definitely be useful for a lot of different use cases. One example is we have implemented a workflow process where certain fields are mandatory in order to submit for approval or move to the next step in the workflow. I have put conditional formatting and messaging on the dashboard but it would be a lot better to disable the submit button if not all required fields are populated. It's very confusing from an end user perspective that the button is allowed to be pressed and the messaging says successful even though nothing is saving

traynham
Contributor

+1

 

This is a great suggestion.  For our ICM use-case, this would definitely be useful.  Similar to @BCSFB we have a rather complex web of DCA, conditional formatting, and logic, which effectively prevents the action being run prematurely, but the visual indicator of the button color would be intuitively helpful for end-users, especially since it "appears" that something is happening when the button is run, regardless if anything is actually happening.

abhay.kanik
Regular Contributor

+1

 

Very important features as many users miss to follow the instruction and run the action anyways which made them think they have completed the action.

Action can be enabled/ disabled on a a condition

mmoloney
Contributor

+1

 

We have a need to disable a button to approve a journal if the journal approver is the same as the journal creator. It would be nice to have a boolean line item which does this check and drives the ability to run the action/button.