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Submit & Save Buttons

459 bytes removed, 16:50, 15 October 2021
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# The '''Submit & Save Buttons''' page is displayed.
# Click on the '''New Submit & Save Button''' button, signified by the '''+''' sign. <br /> [[Image:NewSubmitButton.png|400px]]
# You will be presented with a new window, titled '''New Submit & Save Button''' where you can configure the submit button. View the section below for a detailed explanation of each setting.# Once you have configured the Submit button to your liking, click '''Save'''.# The submit button you have created will now be listed in the Submit Buttons section.
===New Submit & Save Button Page - Settings===
|-
||'''SmartCheck Validation'''
||Select the [[SmartCheck Validation]] method required for the button. This is used to attach custom validation conditions to this button, prohibiting users from proceeding without meeting the custom [[SmartCheck Validation]] conditions specified.
|-
||'''Bypass Field Validation'''
|-
||'''Custom Script'''
||Include any custom scripts here that will be executed when the button is clicked.
|-
||'''Enable Confirmation Alert Message'''
|-
||'''Button Caption'''
||This field only appears if the Confirmation Page is enabled. The caption specified here will be included on the button which is featured on the Confirmation Page. Typically, this would be a link back to the user's home portal.
|-
||'''Button Icon Style'''
|-
||'''Type - Availability'''
||Specify which record types the button will appear on.
|-
||'''Visibility Condition'''
||define how the Submit Button will be displayed on a new record. Options include '''"Always Display", "Hide on New Record", "Only Show on New Record"'''.
|}
 
5) Click '''Save''' once you have configured the Submit button.
 
 
6) The Submit button will be listed in the Submit Buttons section.<br />
[[Image:Save_and_submit_button_listview.png|link=|900px]]
 
==Field Permissions==
Submit and Save buttons can be configured to control when a button is visible or not visible based on '''[[Type Field Permissions|Type - Field Permissions]]''' and '''[[Role Field Permissions|Role - Field Permissions]]''' using the '''Allow View''' and '''Deny View''' settings.
==Notes==
You can use the '''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@
 
The Submit Annotation type button will only appear on the record if it is under Status lock. This button type is used to submit field modifications and will stamp the revision log with changes.
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