Workflow: Soft validations

General Description of the Feature

This feature enhancement introduces the logic of non-blocking workflow validations, enabling users to continue processing workflows even if certain validations fail.

Workflow Validation Enhancements

• Pre-Validation Functionality: Introduces a pre-validation functionality per workflow transition. For transitions, where this is enabled, validations are executed when the workflow process page loads and not after the selection of the transition.
• Blocking and Non-Blocking Validations:
  • If a transition has blocking validations, it will be disabled until the validations pass.
  • Non-blocking validations allow the user to proceed, serving informational purposes only.

Validation Logic Implementation

• Introduced a “Pre Validation Required” flag and a “Blocking Transition” flag to manage the behavior of validations.
• In order "Non-blocking" validation to work the Pre-Validation functionality should be mandatorily enabled.

New Validations Added

1. Tenant = Product
   1. Check if a signed GDPR document exists: Validates the presence of a signed GDPR document for the Business Partner.
   2. Check if a signed order document exists: Ensures that a signed order document exists for retail sales leads.
2. Tenant = Dacia  
   1. Check if all multi-unit sales orders have been signed: Specific to the Dacia tenant, checks that all multi-unit sales orders are signed.
   2. Reminder to upload driver license: A reminder validation for the Dacia tenant, prompting users to upload a driver license.

Business Benefit 

This feature enhances workflow flexibility by allowing users to proceed with processes despite validation failures, which primarily serve to inform rather than block progress. 

Configuration 

Workflow

Validations

• Tenant = Product
  • Check if a signed GDPR document exists
  • Check if a signed order document exists
• Tenant = Dacia
  • Check if all multi-unit sales orders have been signed
  • Reminder to upload driver license

Workflow Transitions

• Blocking / Non-blocking flag (hardcoded during the development of the validation)
• "Non-blocking" flag is valid only when PreValidationRequired = Yes

Additional Information