NextGenUI - Required receipts: Exception messages

[ovidiu-ioanin]

Hi Support Team/Community,

I noticed an issue related to Exception messages for required receipts: Exception messages are duplicated

Context

In order to establish if receipts are required, we have the Required Receipt status with configurable Receipt Limits.

This results with an assigned value of Required/Not Required.

Based on the above Required/Not Required status, we can further create Audit Rules which prevent users from submitting without documents, by using level >49 exceptions.

Ultimately, this results in a hard-stop exception message with red icon shown below Header level.

• Legacy UI shows:
  • Red icon >49 level exception message / Source: Exception triggered by Audit rule (example)

• NextGen UI shows:
  • Red icon >49 level exception message / Source: Exception triggered by Audit rule (example)
  • Yellow icon warning message / Source: Receipt Limits configuration (bottom half for example)

This generates an issue in NextGen UI: duplicated messages with the same objective.

When a user has multiple expense items with missing receipts, it gets extremely confusing and overwhelming to go through each warning or the list at the top of the Expense Report.

Is there any way to have just one exception message showing in NextGen UI?

Thanks!

[KevinD · Accepted solution]

@ovidiu-ioanin the yellow Alert is hard coded into NextGen UI. You may be wondering why. This alert appears on Entry Save while most companies have the Red hard stop alert for receipts appear on Entry Submit. So, as a preemptive measure, the Yellow alert appears to remind the user so hopefully they attach the receipt prior to attempting to submit and therefore avoiding the red alert altogether. 

I looked at your rule and it is set up to fire on entry save, so maybe consider changing it to Entry Submit.  What this will do is show only the yellow reminder when they save, which would cut down on the duplicate alerts. If they forget a receipt and try to submit, they would then see the red hard stop.

[ovidiu-ioanin]

Thank you so much for this quick solution Kevin!