Required field by status updates

What is the challenge?

• When changing a record's status, the UI displays the new status before the required fields are completed, even though the status change has not taken effect.

• The required field by status warning does not make this pending state clear enough — The grey box does not stand out.

• Also, when using a fixed workflow, the original transition button is removed. This can make it unclear how to complete the change or could make a user assume the transition occurred successfully.

What is the impact?

• Users may believe they have changed a record's status when it remains unchanged.

• Users may lose confidence in the displayed status and spend extra time checking whether the transition is complete.

Describe your idea.

• Keep displaying the current status until all fields required for the new status are populated and the transition is confirmed.

• Display a clearer warning next to the status explaining that required fields prevent the change. Use distinct warning colours to make it more noticeable

• If using a fixed workflow, continue to display the transition buttons so users know the status change has not occurred. These can be greyed out and a tooltip added to explain that they cannot be used until required fields have been captured