As an administrator, I would like to display user action buttons conditionally so that I can reduce the number of statuses.
(WHY) Depending on the status of a document, user action buttons are displayed. However, sometimes there is need for more fine-grained control.
(WHAT) Conditionally display user action buttons
Currently user action buttons are displayed based on the status of a document. To hide a button, the status of a document needs to change.
This is not always desirable:
- Sometimes we want to show/hide a button based on a condition (say a checkbox that is marked). This condition does not necessarily represent a new "stage" in the business process.
- By adding a large number of statuses to the document, the document definition itself gets big.
This story consists of two parts:
- Setting the condition
- Show/hide the button conditionally
Set the condition
To set the condition, the administrator
- Opens the document definition
- Opens the Workflow section
- Double clicks on a user action so that the user action dialog opens
- Enters the condition in the Display Only If box
- Clicks on Ok to close the User Action dialog
- Clicks on Save to persist the document definition
Show/hide the button conditionally
A user action button is displayed if:
- The document has the status to which the user action button is linked (already in place)
- The user is an administrator or belongs to an access group that has access to the user action (already in place)
- If there is a condition, the condition is met
This last step has to be implemented for both desktop and mobile.
Mockup 1: the User Action dialog with the Display Only If field
Customer support service by UserEcho