+Process - prompt message for +Create Profile button
already possible
Y
Yvonne Gould
Would like a prompt message to be added to the +Create Profile button within 'Mobilisation' to enquire if the Initiator has ticked the 'Include Inactive Profiles' box, as this is a mandatory field in our environment.
If they search for a name, and then select +Create Profile when they can't locate an existing one, the error message for 'Include Inactive Profiles' doesn't trigger until the Site Admin edits the profile.
The profile then becomes stuck and has to be abanonded and a new request submitted.
This prompt would help to rework the rework that is currently happening.
Kassie Conway
already possible
Kassie Conway
Hi Yvonne,
Thank you for your message above regarding "Show InActive Profiles" functionality.
From v5.15 onwards, the 'Show Inactive Profiles" check box is ticked by default.
Expected Behaviour is that - When Searching for a Profile - it will always automatically search for inactive profiles (unless the user has UNTICKED the field manually)
Please be aware that there is also an option to have the 'Included Inactive Profile' field set as "MANDATORY" within your system configuration also. (Please reach out to Support to have this done via your Config Tool if this is something you are wishing to do)
Y
Yvonne Gould
Kassie Conway: Hi Kassie
We have v5.16.2 and the 'Include Inactive Profiles' has been set to a mandatory field already within +Process.
The issue is when the 'Include Inactive Profiles' box isn't ticked, a name is searched for, and a profile isn't found (and there isn't one in the system) and they then select '+Create Profile'.
When the Site Admin go into this type of request and 'Edit' the request, this is when the error message occurs, that says to 'Include Inactive Profiles'.
You can't go back and do this as you can't go any further back than the Person Details page. The request then gets stuck in edit mode with the error message. The request then needs to be abandoned and started over.
My request above was to see if a prompt message could be added to the +Create Profile button, asking if the Initator had ticked the 'Include Inactive Profiles' box so that the above error could be avoided and also to ensure they had searched the system properly.
Kind regards
Yvonne