Difference between revisions of "Submit & Save Buttons"

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SmartSimple offers the ability to define multiple submit buttons against individual statuses within a UTA.
 
SmartSimple offers the ability to define multiple submit buttons against individual statuses within a UTA.
  
The buttons can also be configured so that they are presented to subsets of users, perform certain [[validation]] checks and can push the event to a specific status.  
+
The buttons can also be configured so that they are presented to subsets of users, perform certain [[validation]] checks and can push the event to a specific status.
  
==Creating A Submit Button==
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==Enhanced==
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Save & Submit Buttons can be configured so that they are presented to users based on role and UTA role permissions reducing the need for visability conditions. A new section titled '''Role - Field Permissions''' was added to configuration page to specify view, deny, and UTA Role permissions. (Apr 2016)
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 +
==Creating A Save & Submit Button==
  
 
To create a Submit Button:
 
To create a Submit Button:
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[[Image:Save_and_submit_button_list.png|link=|900px]]
 
[[Image:Save_and_submit_button_list.png|link=|900px]]
  
==Tips==
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==Field Permissions==
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[[Type Field Permissions|Type - Field Permissions]] and [[Role Field Permissions|Role - Field Permissions]] are configurable enabling Allow View and Deny View options for save and submit buttons.
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 +
==Notes==
 
You can use '''URL''' to display a [[Custom_Field_Type:_Display_Only_–_Web_Page_View|Web Page View]] as a confirmation page. Use the following syntax: @''custom field name''.value@
 
You can use '''URL''' to display a [[Custom_Field_Type:_Display_Only_–_Web_Page_View|Web Page View]] as a confirmation page. Use the following syntax: @''custom field name''.value@
  
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* [[savefunc]] or [[sbfunc]]
 
* [[savefunc]] or [[sbfunc]]
 
* [[Obtain Server Date and Time]]
 
* [[Obtain Server Date and Time]]
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* [[Field Permissions]]
 
* [[Custom Save and Save Draft Buttons]]
 
* [[Custom Save and Save Draft Buttons]]
  
 
[[Category:Universal Tracking Application]][[Category:Validation]]
 
[[Category:Universal Tracking Application]][[Category:Validation]]

Revision as of 00:46, 29 April 2016

Overview

SmartSimple offers the ability to define multiple submit buttons against individual statuses within a UTA.

The buttons can also be configured so that they are presented to subsets of users, perform certain validation checks and can push the event to a specific status.

Enhanced

Save & Submit Buttons can be configured so that they are presented to users based on role and UTA role permissions reducing the need for visability conditions. A new section titled Role - Field Permissions was added to configuration page to specify view, deny, and UTA Role permissions. (Apr 2016)

Creating A Save & Submit Button

To create a Submit Button:

1) Click the Settings tab within the UTA, then click on the Submit & Save Buttons link in either the Level 1 settings section, or Level 2 settings section.
Submit and save button1.png

2) The Submit & Save Buttons page is displayed.

3) Click on the + New Submit & Save button. Submit and save button+.png

4) You will be presented with a new window where you can configure the submit button.

This window includes the following settings:

  • Type - Options are Submit Button, Save Button and Save Draft Button. See Submit Logic on Save or Save Draft Buttons for further information.
  • Order - The order in which the button will appear on the screen, with lower numbers appearing further to the left of the screen.
  • Caption - the text used to identify a field.
  • Align to - Select the preferred alignment (Center, Left, Right).
  • From Status - The status of the entity before clicking on the button.
  • To Status - The status that the entity should be updated to after clicking on the button.
  • Bypass Validation - Flag to indicate that the status should change without the system performing all field validations. The Submit Logic on the button itself will still be validated.
  • SmartCheck Validation - Select the SmartCheck Validation validation method required.
  • Description - Definition and general description of the submit button. Will not be displayed.
  • Script - Call to any scripts that should be run in conjunction with this button. The system will check if the script is present before trying to run it. Submit button script must be formatted as functionName(this.form). Spaces are not permitted. Script should return either true or false.
  • Redirect URL - Specify the URL the user should be redirected to following successful submission. NOTE: Redirects must be relative path (e.g. /wiki/index.php) rather than an absolute path (e.g. http://www.smartsimple.org/wiki/index.php).
  • Visibility Condition - Any conditions used to control when the button is exposed.


5) Click Save once you have configured the Submit button.


6) The Submit button will be listed in the Submit Buttons section.
Save and submit button list.png

Field Permissions

Type - Field Permissions and Role - Field Permissions are configurable enabling Allow View and Deny View options for save and submit buttons.

Notes

You can use URL to display a Web Page View as a confirmation page. Use the following syntax: @custom field name.value@

See Also