Add Field Requirements to Edit Form

Question

The form that I created requires the creator to assign a person "Reviewer 1" before they can save and trigger the workflow to begin. Once Reviewer 1 accesses the item to review (Edit Form), they have to approve/reject the item, and then assign a 2nd reviewer.

Is there a way to make the Reviewer 2 field required to where it must be entered in order to complete the form. It is too simple to go past this field and save, which messes the workflow process up.

Answer 1

Previous answer (Eric A) is definitely untested and should be downvoted for being incorrect. It assumes both Reviewer fields need to be filled out at the same time. Do not waste your time there.

To restate & understand the problem you have 3 users: Creator, Reviewer 1, Reviewer 2.

Creator: submits item and assigns Reviewer 1.

Reviewer 1: approves and assigns Reviewer 2.

Reviewer 2: approves.

1) Workflow Solution:

This is a typical Multi Stage Approval Workflow. Enable Approval, add a copy of the approval workflow with two stages (Reviewer 1 & 2). Capture Reviewer 2 info on custom approval workflow task form & save to the Reviewer 2 field as part of approval workflow. Benefit here is no custom code. List workflow & done. You can even hide the Reviewer 2 field on the EditForm.aspx.

2) JavaScript EditForm.aspx Solution:

If you really wanted to do this via custom code the pseudo code would look like:

0) Get the current user information.

_spPageContextInfo.userLoginName

1) Query the current list item using CSOM or REST to get the current "Reviewer 1" and "Created By" user values (server dataset).

Get Current list item

ListID JS:

_spPageContextInfo.listId

ItemID JS:

var itemId = null;
$.each(window.location.href.split("?")[1].split("&"), 
   function(i,d){ return d.startsWith("ID") ? (itemId = d.split("=")[1]) : false ; }
);

2) If "Created By User" & "Reviewer 1" in server dataset BOTH have values AND current user is "Reviewer 1" then "Reviewer 2" is a required field.

var reviewer2Required = true;

3) Add validation using a PreSaveAction to enforce that (assumes classic forms).

function PreSaveAction(){

    var fieldName = "Reviewer 2",           // the name of the field 
        msg = fieldName + " is a required field";   // the error message

    // ensure reviewer 2 is required and that the person field contains a valid person object.
    if(reviewer2Required && $("input[type=hidden]", "[title='" + fieldName + "']").val() == "") {

      // write a modern validation error to the display
      $("[title='" + fieldName + "']")
         .parent().next(".ms-metadata")
         .text(msg).css("color", "red");

      /* alert(msg); // FYI legacy validation error  */

      return false;  // invalidate

    }

    return true; // validate

}

I hope this helps. Please let us know which direction you

Answer 2

EDIT: Had some time to mock this up on a task edit form and it works as expected. It will not allow you to submit the form if Reviewer 1 and Reviewer 2 fields are blank. Reviewer 1 should have been supplied previously as I understand it. This is more of a redundancy check and could be omitted if you'd like. That would make the if block simply if(rev2).

It could work with a PreSaveAction function on your edit form. It would look something like this (assumes jQuery, if you aren't using jQuery or want a pure Javascript solution, lmk):

<script src="https://ajax.googleapis.com/ajax/libs/jquery/1.12.4/jquery.min.js"></script>
<script type="text/javascript">
function PreSaveAction(){
    //these look for the display name values in the associated people pickers

    var rev2 = $("input[Title='Reviewer 2']").attr("aria-label");

    if(rev2){
        return true;
    }
    else{
        alert("You must supply a Reviewer 2 person.");
        return false;
    }
}
</script>