These steps describe the recommended method for providing a Save action to form users. Commonly used in multi-page or complex forms, a Save button allows users to save their inputs on a form instance and continue with the previously entered data persisted. See the Submit Button Properties reference table for a complete list of this button's properties and their uses.
Note: The Submit Button object only submits data when the button is clicked. If you require additional when a user submits their request (such as , use the basic Button object instead. For more information, see the Button Properties reference table.
|1.||With a form loaded in the , expand the Common Visuals section of the .|
|2.||Drag and drop a Submit button object onto the form.|
|3.||On the , edit the Caption property to 'Save'.|
|4.||Expand the Advanced properties section and under After Submission... choose Re-Open Same Instance.|
|5.||Optionally, you can enter custom text in the Success Message property to notify the user that their data has been saved (instead of the default message text that refers to form submission). |
Note: Since the form is being submitted and re-opened using this property, the form instance would be subject to any workflow rules that apply after submitting, potentially causing unintended consequences for the of the form.
To see a demonstration of another use of a Save button, see the Allowing a Form User to Save Then Submit Later topic (available only in the online version of this help guide).
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