Is it possible to include validation expressions to "service workflow" steps?

[iam_alisson_silva]

Hi there!

The service workflow defined with our client consists of 5 steps:

1. Open the activity to view general information,
2. Travel to the customer,
3. Capture photos,
4. Perform the work and fill out the mandatory smarform,
5. Checkout and close the activity.

service workflow

The problem I am reporting refers to step 1, that is, when the technician opens the activity he "can fill in the smartform". I don't want this to happen, I want the smartform to only be filled in at work execution stage - step 4.

After opening a case in SAP for Me, they told me to go to the screen configuration (activity details on mobile apps) and then change the visibility of smartform card to hidden. I did, but the smartform is always hidden and cannot be filled out.

Is it possible to include a validation expression in advanced settings so that the smartform can only be viewed and edited in the work step?

Thanks in advance for your attention and I'll really appreciate your response. 😉

[r_barabas]

Hi Alisson

A workflow step is like a trigger. You can use it to execute actions. It's not a phase of the job, but it marks the start of a phase or subprocess. 

So without being too specific: You can use a workflow step as a trigger to set a specific data detail on the activity object via Business Rule, then configure the activity screen so certain actions are visible only when the criteria to create a smartform is met. A visibility condition can be hardcoded to true or false, or it can be calculated on the fly using JavaScript logic on the activity object data.

So yes, it is possible. The implementation details depend a lot on the individual context of your project, though.

Best regards

    Raphael Barabas

[Arthur_Bagatin]

Dear Raphael, first of all, thank you very much for your answer.

I want to ask one last question.

In the current process, I used a business rule to assign the smartform according to the type of service call and the type of problem. I also used another business rule to assign a specific service workflow to this type of service.

Do you mean that by creating a new business rule so that, for example, in the work stage of the service workflow, I can make the smartform visible and editable only in that stage?