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Hey! New here and trying to find a solution to a customer's request.

 

We have a responsive form with a status field that is a choice (Draft, Submitted, In Progress, Completed).

We want to be able to allow users to fill out the form as a "draft" situation so that they can continue to gather the information that is required on the form. Once they have every field completed, they can "submit" it. 

 

I currently have the form set up to make the user select the status and it defaults to draft. When the status = draft only two fields are required. When the status = submitted then all fields are required. I did this by creating invalidate rules for each field based on the {self} field and the status field.

 

The customer wants two buttons, 'Draft' and 'Submit'. When a user clicks the 'Draft' button, the status field remains "Draft". But when they click the 'Submit' button then it needs to change the status to "Submitted". I linked these to the field and set the value to my desired setting within the control settings of the button. But the problem I am running into is that when the 'Submit' button is pressed, the invalidate rules are not requiring each field to be completed. 

 

Sorry for the lengthy description. I was just wondering if someone knows of the best way to achieve the desired result. Thank you for your time in advance. 

I think you're approach is almost on the money, but requires just a little shift in methodology. 



 



My approach to this would be to consider that:





  1. The Form will be in an invalid state during its draft phase



  2. The Form will absolutely need to be validated to move beyond that




 



With those truths in mind, I would create a button for Drafts (Save and Continue) that simply doesn't validate, and a Submit button that *does* do validation and is also linked to your Status field to change its value to Submitted. 



 



In this way you can change your rules to not be dependent on the Status, and you guarantee that the form will always be validated if moving out of a Draft status.



 



Would that work for you? 

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