Shift Edit Validation callout

The Shift Edit Validation callout allows you to add and trigger custom validations against various shift transactions. For example, you can use this callout to ensure that a shift contains a valid combination of labor metrics (department, docket, and project).

Customers implementing this callout develop an extension script that defines the custom validations. For customers with existing implementations of this callout, the class name is migrated from the registry parameter to the Extension Script Callout maintenance form during upgrades.

See "Extension script callouts" in the Infor Workforce Management Custom Scripting Developer Guide.

Implementation details

Validations controlled by this callout can be a "soft stop" or a "hard stop". A soft-stop validation is a transaction that involves displaying a warning message. Upon receiving the warning message, the user can choose to cancel the transaction or complete the transaction by acknowledging the warning message. A hard-stop validation is a disallowed transaction. The user is presented with a custom error message and the transaction is not processed.

If a request results in both an error and a warning, the error takes precedence. Users are only presented with a warning when no errors are encountered. This applies to single- and multiple-shift transactions.

In the ASV, custom validation is supported for these transactions:

  • Saving changes to a shift (assigned, unassigned, or booked off)
  • Booking off shifts
  • Swapping shifts
  • Adding new shifts
  • Assigning shifts
  • Pasting copied shifts
  • Unassigning shifts
  • Deleting shifts
  • Offering shifts via Mobility
  • Sending shifts to the Open Shift Billboard
  • Sending shifts to relief

In the Staffing Center, custom validation is supported for these transactions:

  • Saving changes to a shift (assigned, unassigned, or booked off)
  • Booking off shifts
  • Floating assigned shifts
  • Adding new shifts
  • Assigning shifts
  • Deleting shifts
  • Offering shifts via Mobility
  • Sending shifts to the Open Shift Billboard
  • Sending shifts to relief

In the Relief Calling Area, custom validation is supported for these transactions:

  • Accepting shifts using the quick link
  • Accepting shifts using the Employee Call Pop-up
  • Reassigning shifts using the Employee Call Pop-up

In the Relief Queue, custom validation is supported for these transactions:

  • Retaining AR
  • Offering shifts via Mobility

When claiming shifts using self-service, custom validation is supported for these transactions:

  • Claiming shifts in the RTSS
  • Claiming shifts in the Open Shift Billboard
Note: If a user claiming a shift would trigger a custom hard-stop validation, the shift is not displayed to the user. Custom soft-stop validations are not supported.

When a transaction made by the user triggers the custom Shift Edit Validation callout, the custom code can access this information:

  • Full information about the shift regardless of field configuration including information about the original and to-be state of the shift
  • Full employee profile information
  • Data in custom tables for custom processing logic